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Edwin Corby Bertolett

Morgan Stanley

Fort Lauderdale, FL

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-02-25
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2011-02-25
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Ft Lauderdale FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Ft Lauderdale, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

1.Rental Property Owner/ eff date 1998/Ft Lauderdale, Fl/ 0 hrs outside biz hours non 2.Rental Property Owner/ eff 2014/Palm Bay, Fl/ During business hours: 0, After business hours: 0hrs 3. Rental Property; Ft Lauderdale, FL; Sole Proprietor / Owner / Partner; 04/2017; During Business hours: 0, After Business hours: 0 4. Rental Property; Ft Lauderdale, FL; Rental; Sole Proprietor / Owner / Partner/landlord; 05/2017; During Business hours: 0, After Business hours: 0 5. rental property; Gainesville, Fl; Rental; Sole Proprietor / Owner / Partner; 05/2017; During business hours: 0, After business hours: 0 *519485 - POA; Investment related: Yes; Sarasota, Florida; POA; 09/2022; During business hours: 0; After business hours: 0;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-05-23
  • S63 Uniform Securities Agent State Law Examination
    1986-05-23
Other Names
  • Ted Bertolett

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