Edmund William Crotty

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2021 → 12/2021
  Nascar
  Daytona Beach, FL
• 02/2025 → 12/2025
  Fidelity Investments
  Jacksonville, FL
• 01/2022 → 12/2023
  Florida State University
  Tallahassee, FL
• 01/2015 → 02/2025
  Costal Kicks
  Jacksonville, FL
• 05/2024 → 02/2025
  North Florida Financial
  Jacksonville, FL
• 05/2022 → 08/2022
  Nascar
  Daytona Beach, FL
• 08/2015 → 03/2019
  Seabreeze High School
  Ormond Beach, FL
• 05/2023 → 08/2023
  Morgan Stanley
  New York City, NY
• 08/2019 → 08/2021
  Daytona State University
  Daytona Beach, FL
• 01/2026 → Present
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-26
• S63 Uniform Securities Agent State Law Examination
  2025-04-18

Other Names

• Edmund W Crotty
• Edmund William Crotty