Frederick A Poole

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2023 → 12/2023
  Osaic
  Lakewood Ranch, FL
• 06/2017 → 08/2023
  University Of South Florida
  Tampa, FL
• 03/2021 → 03/2022
  Papa Johns Pizza
  Tampa, FL
• 11/2020 → 03/2021
  Unemployed
  Tampa, FL
• 07/2019 → 11/2020
  Rizzetta And Co.
  Land O' Lakes, FL
• 08/2014 → 05/2017
  George Steinbrenner High School
  Lutz, FL
• 05/2024 → 02/2025
  Florida Financial Advisors
  Tampa, FL
• 01/2024 → 04/2024
  Unemployed
  Tampa, FL
• 02/2025 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2024-05-31 → 2025-02-06
  Florida Financial Advisors, Llc
  Tampa, FL
  Tampa, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-04-17
• S65 Uniform Investment Adviser Law Examination
  2024-05-14

Other Names

• Freddie Poole
• Frederick Poole