Best Investors Account Sign in

Sam Ross Bellamy

Morgan Stanley

Winter Park, FL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-21
TX RA APPROVED 2025-01-17
  • FL RA
    APPROVED
    Since 2025-01-21
  • TX RA
    APPROVED
    Since 2025-01-17

Branch Locations

250 Park Avenue South Suite 500, Winter Park, FL 32789 • 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
Ubs Financial Services Inc. Winter Park FL 11/2013 01/2025
Morgan Stanley Smith Barney Llc Winter Park FL 01/2025 Present
Morgan Stanley Private Bank, N.A New York NY 03/2025 Present
  • 11/2013 → 01/2025
    Ubs Financial Services Inc.
    Winter Park, FL
  • 01/2025 → Present
    Morgan Stanley Smith Barney Llc
    Winter Park, FL
  • 03/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-09
S63 Uniform Securities Agent State Law Examination 1999-03-25
  • S65 Uniform Investment Adviser Law Examination
    1999-04-09
  • S63 Uniform Securities Agent State Law Examination
    1999-03-25
Designations

View on SEC IAPD

Other Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
DOBSON STREET LLC
PFS INVESTMENTS INC.

Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

More in Winter Park, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor