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Devyn Mcauliffe Bachi

Morgan Stanley

Tampa, FL

CRD 7958334

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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 2026-06-22
TX RA APPROVED 2026-06-19
  • FL RA
    APPROVED
    Since 2026-06-22
  • TX RA
    APPROVED
    Since 2026-06-19

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
Morgan Stanley Tampa FL 08/2024 Present
Gerson Lehrman Group Austin TX 10/2021 05/2023
Unemployed Austin TX 05/2023 08/2024
Full-Time Education / Student At The University Of Florida Gainesville FL 06/2015 05/2019
Unemployed Wellington FL 06/2019 07/2019
Full-Time Education / Student At The University Of Florida Gainesville FL 08/2019 08/2020
Gerson Lehrman Group Austin TX 09/2020 09/2021
Sellars, Marion & Bachi, P.A. West Palm Beach FL 08/2020 08/2020
  • 08/2024 → Present
    Tampa, FL
  • 10/2021 → 05/2023
    Gerson Lehrman Group
    Austin, TX
  • 05/2023 → 08/2024
    Unemployed
    Austin, TX
  • 06/2015 → 05/2019
    Full-Time Education / Student At The University Of Florida
    Gainesville, FL
  • 06/2019 → 07/2019
    Unemployed
    Wellington, FL
  • 08/2019 → 08/2020
    Full-Time Education / Student At The University Of Florida
    Gainesville, FL
  • 09/2020 → 09/2021
    Gerson Lehrman Group
    Austin, TX
  • 08/2020 → 08/2020
    Sellars, Marion & Bachi, P.A.
    West Palm Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-17
S63 Uniform Securities Agent State Law Examination 2024-12-02
  • S66 Uniform Combined State Law Examination
    2026-06-17
  • S63 Uniform Securities Agent State Law Examination
    2024-12-02
Other Names
  • Devyn M Bachi

View on SEC IAPD

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