Best Investors Account Sign in

Nathan G Middleton

Morgan Stanley

Tampa, FL

CRD 7978733

Claim This Profile
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 2025-12-01
TX RA APPROVED 2025-11-26
  • FL RA
    APPROVED
    Since 2025-12-01
  • TX RA
    APPROVED
    Since 2025-11-26

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 11/2024 Present
Wells Fargo Pensacola FL 01/2024 06/2024
Ups Pensacola FL 11/2023 12/2023
N/A Tampa FL 07/2024 10/2024
The Fishing Hole Restaurant Pensacola FL 02/2019 12/2022
Target Pensacola FL 04/2021 10/2021
Premier Island Management Group Pensacola Beach FL 08/2018 09/2020
N/A Pensacola FL 01/2023 11/2023
The Fishing Hole Restaurant Pensacola FL 05/2016 07/2016
N/A Pensacola FL 08/2012 05/2016
N/A Pensacola FL 07/2016 08/2018
  • 11/2024 → Present
    Morgan Stanley
    Tampa, FL
  • 01/2024 → 06/2024
    Wells Fargo
    Pensacola, FL
  • 11/2023 → 12/2023
    Ups
    Pensacola, FL
  • 07/2024 → 10/2024
    N/A
    Tampa, FL
  • 02/2019 → 12/2022
    The Fishing Hole Restaurant
    Pensacola, FL
  • 04/2021 → 10/2021
    Target
    Pensacola, FL
  • 08/2018 → 09/2020
    Premier Island Management Group
    Pensacola Beach, FL
  • 01/2023 → 11/2023
    N/A
    Pensacola, FL
  • 05/2016 → 07/2016
    The Fishing Hole Restaurant
    Pensacola, FL
  • 08/2012 → 05/2016
    N/A
    Pensacola, FL
  • 07/2016 → 08/2018
    N/A
    Pensacola, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    2024-12-09
Other Names
  • Nate Middleton

View on SEC IAPD

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor