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Elizabeth B Moreman

Morgan Stanley

Tampa, FL

CRD 7959614

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-08
TX RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-08
  • TX RA
    APPROVED
    Since 2025-01-07

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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 Tampa FL 09/2024 Present
Robert Trent Jones Grand National Opelika AL 09/2019 07/2021
Johnny Bruscos Auburn AL 02/2022 07/2024
Cooper And Cooper Attorneys At Law Auburn AL 07/2021 02/2022
Moores Mill Club Auburn AL 05/2022 08/2022
Opelika High School Opelika AL 08/2016 05/2020
Auburn University Auburn AL 08/2020 05/2024
Opelika Middle School Opelika AL 08/2012 05/2016
  • 09/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 09/2019 → 07/2021
    Robert Trent Jones Grand National
    Opelika, AL
  • 02/2022 → 07/2024
    Johnny Bruscos
    Auburn, AL
  • 07/2021 → 02/2022
    Cooper And Cooper Attorneys At Law
    Auburn, AL
  • 05/2022 → 08/2022
    Moores Mill Club
    Auburn, AL
  • 08/2016 → 05/2020
    Opelika High School
    Opelika, AL
  • 08/2020 → 05/2024
    Auburn University
    Auburn, AL
  • 08/2012 → 05/2016
    Opelika Middle School
    Opelika, AL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-12-03
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S63 Uniform Securities Agent State Law Examination
    2024-12-03
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01
Other Names
  • Elizabeth Blair Moreman

View on SEC IAPD

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