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Stephanie Jean Gay

Morgan Stanley

West Palm Beach, FL

West Conshohocken, PA

Wyncote, PA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-02
PA RA APPROVED 2014-12-03
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • PA RA
    APPROVED
    Since 2014-12-03

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

100 Front Street Suite 600, West Conshohocken, PA 19428 • United States

Wyncote, PA • 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 Llc Philadelphia PA 12/2014 03/2023
Morgan Stanley Smith Barney Llc Washington DC 12/2014 03/2023
Morgan Stanley Smith Barney Llc West Conshohocken PA 03/2023 Present
  • 12/2014 → 03/2023
    Morgan Stanley Smith Barney Llc
    Philadelphia, PA
  • 12/2014 → 03/2023
    Morgan Stanley Smith Barney Llc
    Washington, DC
  • 03/2023 → Present
    Morgan Stanley Smith Barney Llc
    West Conshohocken, PA
Previous Registrations
  • 2008-04-14 → 2009-06-01
    Morgan Stanley & Co. Llc
    Syracuse, NY
  • 2008-03-31 → 2008-04-22
    Rbc Capital Markets, Llc
    Syracuse, NY
  • 2007-04-02 → 2008-03-31
    Morgan Stanley & Co. Llc
    Syracuse, NY
Other Businesses

*575773 - POA; Investment related: Yes; Wyncote, Pennsylvania; POA; 09/2018; During business hours: 0; After business hours: 0;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-03-26
S63 Uniform Securities Agent State Law Examination 1993-06-03
  • S65 Uniform Investment Adviser Law Examination
    2007-03-26
  • S63 Uniform Securities Agent State Law Examination
    1993-06-03
Other Names
  • Stephanie Jean Shoninger

View on SEC IAPD

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SCOTT BERNARD ARENTSEN
NATHALIE TREMBLAY

Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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