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Sam Ross Bellamy

Morgan Stanley

Winter Park, FL

CRD 3179316

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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 2025-01-21
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
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL

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