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Heather A Forrest

Morgan Stanley

Wellesley, MA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-31
  • TX RA
    APPROVED_RES
    Since 2026-07-31

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • 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 Wellesley MA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Wellesley, MA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Wellesley, MA
  • 2002-12-20 → 2007-04-02
    Morgan Stanley Dw Inc.
    Wellesley, MA
    Wellesley, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-05-15
S65 Uniform Investment Adviser Law Examination 1992-05-15
  • S63 Uniform Securities Agent State Law Examination
    1992-05-15
  • S65 Uniform Investment Adviser Law Examination
    1992-05-15
Other Names
  • Heather A Atwood
  • Heather Anne Atwood
  • Heather Anne Forrest

View on SEC IAPD

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PRAN NATH TIKU
EZRA EDDIE SHAMMAY

Other Offices

PEAK FINANCIAL MANAGEMENT INC · WELLESLEY, MA
EQUITABLE ADVISORS, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellessley, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · WELLESLEY, MA
FOCUS PARTNERS WEALTH, LLC · Wellesley, MA
FOCUS PARTNERS WEALTH, LLC · Wellelsey, MA
SLC MANAGEMENT · WELLESLEY HILLS, MA

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