Andrew J Hereter

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

• 09/2024 → Present
  Morgan Stanley
  Tampa, FL
• 07/2019 → 08/2024
  Bank Of America
  Tampa, FL
• 06/2019 → 07/2019
  Fairway Mortgage
  Tampa, FL
• 11/2017 → 06/2019
  Congressional Bank
  Tampa, FL
• 08/2017 → 11/2017
  Florida Title And Escrow
  Miami, FL
• 05/2014 → 12/2017
  Florida State University
  Tallahassee, FL
• 04/2024 → Present
  Fish Tap Co Room Dba Florida Cracker
  Tampa, FL
• 10/2022 → 03/2024
  The Local Draught House
  Tampa, FL

Other Businesses

*611184- Florida Cracker Fish Company; Investment Related-No; Tampa, Florida; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 24; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27