Best Investors Account Sign in

W R Waldeisen

Morgan Stanley

State College, PA

Claim This Profile
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-23
PA RA APPROVED 2013-07-31
  • TX RA
    APPROVED_RES
    Since 2021-07-23
  • PA RA
    APPROVED
    Since 2013-07-31

Branch Locations

720 South Atherton Street, State College, PA 16801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney State College PA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    State College, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-10-29
  • S63 Uniform Securities Agent State Law Examination
    1980-10-29
Other Names
  • W Robert Waldeisen
  • William Robert Waldeisen
  • Robert Waldeisen
  • W Robert Waldeisen
  • Robert Robert Waldeisen

View on SEC IAPD

Other Firms

VICUS CAPITAL, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NESTLERODE & LOY, INC.
ABUNDANCE WEALTH COUNSELORS, LLC
EDWARD JONES
PFS INVESTMENTS INC.
HORNOR, TOWNSEND & KENT, LLC
LPL FINANCIAL LLC

Other Investors

Jeffrey Malcolm Weatherford
DOREEN LEONA KOLENO
BENJAMIN WESTPHAL PAYNE
Cy Treaster
ROBERT HENRY PFAHL
DAVID L ROSENBLATT
ROBERT JOHN HINSON
JENNIFER A NEWMAN

Other Offices

VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · STATE COLLEGE, PA
VICUS CAPITAL, INC. · State College, PA
VICUS CAPITAL, INC. · State College, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
NESTLERODE & LOY, INC. · STATE COLLEGE, PA
ABUNDANCE WEALTH COUNSELORS, LLC · STATE COLLEGE, PA

More in State College, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor