Best Investors Account Sign in

Matea Milisic

Morgan Stanley

Pepper Pike, OH

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-28
OH RA APPROVED 2024-10-22
  • TX RA
    APPROVED
    Since 2024-10-28
  • OH RA
    APPROVED
    Since 2024-10-22

Branch Locations

31099 Chagrin Boulevard, Pepper Pike, OH 44124 • 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
Tjmaxx Mentor OH 06/2019 02/2023
Citizens Bank Mentor-On-The-Lake OH 08/2021 07/2022
Minor / Student Mentor OH 11/2013 06/2019
Kent State University Kent OH 08/2021 08/2023
Fidelity Investments Woodmere OH 11/2023 06/2024
Lakeland Community College Mentor OH 08/2019 05/2021
Morgan Stanley Smith Barney Llc Pepper Pike OH 09/2024 Present
  • 06/2019 → 02/2023
    Tjmaxx
    Mentor, OH
  • 08/2021 → 07/2022
    Citizens Bank
    Mentor-On-The-Lake, OH
  • 11/2013 → 06/2019
    Minor / Student
    Mentor, OH
  • 08/2021 → 08/2023
    Kent State University
    Kent, OH
  • 11/2023 → 06/2024
    Fidelity Investments
    Woodmere, OH
  • 08/2019 → 05/2021
    Lakeland Community College
    Mentor, OH
  • 09/2024 → Present
    Morgan Stanley Smith Barney Llc
    Pepper Pike, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-21
S63 Uniform Securities Agent State Law Examination 2024-07-02
  • S65 Uniform Investment Adviser Law Examination
    2024-10-21
  • S63 Uniform Securities Agent State Law Examination
    2024-07-02

View on SEC IAPD

Other Firms

NIRVANA ANALYTICS, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ELIZABETH PARK CAPITAL MANAGEMENT, LTD
VIRTERA PARTNERS LLC
PNC WEALTH MANAGEMENT LLC

Other Investors

JAMES BURNER CREW
Ridwan Kolade Umar
Pierson Joseph Wagner
THOMAS JOSEPH O'NEIL
James Marshall Steinmetz
SCOT GILBERT SINKLER
BARRY LEWIS COHN
THOMAS LEE UDELSON

Other Offices

NIRVANA ANALYTICS, LLC · PEPPER PIKE, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PEPPER PIKE, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
WELLS FARGO CLEARING SERVICES, LLC · PEPPER PIKE, OH
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CLEVELAND, OH
UBS FINANCIAL SERVICES INC. · PEPPER PIKE, OH
ELIZABETH PARK CAPITAL MANAGEMENT, LTD · PEPPER PIKE, OH
VIRTERA PARTNERS LLC · PEPPER PIKE, OH

More in Pepper Pike, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor