Bryce Poole

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

• 07/2024 → 08/2024
  Trinity Wealth Securties, Llc
  Tampa, FL
• 09/2022 → 07/2024
  Sole Proprietorship
  Raleigh, NC
• 06/2022 → 08/2022
  First Citizens Bank
  Greenville, NC
• 08/2021 → 08/2022
  Bartleby Brand Ambassador
  Greenville, NC
• 12/2021 → 05/2022
  East Carolina University
  Greenville, NC
• 05/2019 → 08/2019
  Moxie
  Raleigh, NC
• 09/2017 → 12/2017
  Village Grill
  Raleigh, NC
• 09/2016 → 01/2017
  Brasa
  Raleigh, NC
• 07/2014 → 09/2016
  Unemployed
  Raleigh, NC
• 12/2017 → 05/2019
  Unemployed
  Raleigh, NC
• 08/2019 → 12/2021
  Unemployed
  Greenville, NC
• 01/2017 → 09/2017
  Unemployed
  Raleigh, NC
• 08/2024 → 08/2024
  Florida Financial Advisors
  Tampa, FL
• 11/2024 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2024-08-12 → 2024-08-19
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24

Other Names

• Bryce Christian Poole