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Genevieve D Shoats

Morgan Stanley

Tampa, FL

CRD 7969918

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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 2025-07-18
FL RA APPROVED 2025-07-14
  • TX RA
    APPROVED
    Since 2025-07-18
  • FL RA
    APPROVED
    Since 2025-07-14

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 03/2025 Present
Raymond James Financial St. Petersburg FL 09/2024 03/2025
Esports Entertainment Group Inc. St. Julian's 05/2022 01/2024
Buffalo Wild Wings Wesley Chapel FL 01/2022 02/2022
Olive Garden Tampa FL 11/2021 01/2022
University Of South Florida Tampa FL 05/2021 11/2021
Monarch High School Coconut Creek FL 08/2017 04/2021
Lyons Creek Middle School Coconut Creek FL 08/2014 07/2017
University Of South Florida Tampa FL 03/2022 05/2022
University Of South Florida Tampa FL 02/2024 06/2024
  • 03/2025 → Present
    Morgan Stanley
    Tampa, FL
  • 09/2024 → 03/2025
    Raymond James Financial
    St. Petersburg, FL
  • 05/2022 → 01/2024
    Esports Entertainment Group Inc.
    St. Julian's
  • 01/2022 → 02/2022
    Buffalo Wild Wings
    Wesley Chapel, FL
  • 11/2021 → 01/2022
    Olive Garden
    Tampa, FL
  • 05/2021 → 11/2021
    University Of South Florida
    Tampa, FL
  • 08/2017 → 04/2021
    Monarch High School
    Coconut Creek, FL
  • 08/2014 → 07/2017
    Lyons Creek Middle School
    Coconut Creek, FL
  • 03/2022 → 05/2022
    University Of South Florida
    Tampa, FL
  • 02/2024 → 06/2024
    University Of South Florida
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11

View on SEC IAPD

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