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Adem Tekmen

Morgan Stanley

Tampa, FL

CRD 7929289

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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
TX RA APPROVED 2025-06-13
FL RA APPROVED 2025-04-29
  • TX RA
    APPROVED
    Since 2025-06-13
  • FL RA
    APPROVED
    Since 2025-04-29

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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
Florida Financial Advisors Tampa FL 05/2024 03/2025
Apple Electric Rehoboth Beach DE 05/2021 08/2023
Saint Leo University Saint Leo FL 08/2021 05/2024
Howard Community College Columbia MD 08/2019 08/2021
Lewes Beach Yacht Club Lewes DE 06/2019 08/2020
Bluecoast Rehoboth Beach DE 06/2017 08/2018
Unemployed Lewes DE 01/2014 05/2017
Unemployed Lewes DE 09/2018 05/2019
Trinity Wealth Securities, Llc Tampa FL 01/2025 03/2025
Morgan Stanley Tampa FL 04/2025 Present
  • 05/2024 → 03/2025
    Florida Financial Advisors
    Tampa, FL
  • 05/2021 → 08/2023
    Apple Electric
    Rehoboth Beach, DE
  • 08/2021 → 05/2024
    Saint Leo University
    Saint Leo, FL
  • 08/2019 → 08/2021
    Howard Community College
    Columbia, MD
  • 06/2019 → 08/2020
    Lewes Beach Yacht Club
    Lewes, DE
  • 06/2017 → 08/2018
    Bluecoast
    Rehoboth Beach, DE
  • 01/2014 → 05/2017
    Unemployed
    Lewes, DE
  • 09/2018 → 05/2019
    Unemployed
    Lewes, DE
  • 01/2025 → 03/2025
    Trinity Wealth Securities, Llc
    Tampa, FL
  • 04/2025 → Present
    Tampa, FL
Previous Registrations
Other Businesses

*637149 - Car Park LLC; Investment related - No; Tampa , Florida; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 40; Labor/Service

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-06-06
S65 Uniform Investment Adviser Law Examination 2024-04-26
  • S63 Uniform Securities Agent State Law Examination
    2025-06-06
  • S65 Uniform Investment Adviser Law Examination
    2024-04-26

View on SEC IAPD

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