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Mona Romanello Wilson

Morgan Stanley

West Palm Beach, 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 2020-04-15
FL RA APPROVED 2016-01-25
  • TX RA
    APPROVED_RES
    Since 2020-04-15
  • FL RA
    APPROVED
    Since 2016-01-25

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • 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 Smith Barney Llc West Palm Beach FL 01/2016 Present
Morgan Stanley Private Bank, National Association New York NY 01/2016 Present
  • 01/2016 → Present
    Morgan Stanley Smith Barney Llc
    West Palm Beach, FL
  • 01/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2005-12-19 → 2016-02-09
    Credit Suisse Securities (Usa) Llc
    West Palm Beach, FL
    Palm Beach, FL
  • 2000-10-02 → 2006-01-13
    Legg Mason Wood Walker, Incorporated
    Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-27
S63 Uniform Securities Agent State Law Examination 1986-08-19
  • S65 Uniform Investment Adviser Law Examination
    1999-08-27
  • S63 Uniform Securities Agent State Law Examination
    1986-08-19
Other Names
  • Mona Beatrice Romanello
  • Mona Romanello Wilson
  • Mona Romanello Smith
  • Mona Romanello Smith
  • Mona Smith-Wilson

View on SEC IAPD

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Other Offices

CLEARSKY ADVISORS LLC · WEST PALM BEACH, FL
MYRIAD ASSET MANAGEMENT ADVISORS LLC · WEST PALM BEACH, FL
TCG STRATEGIC INCOME ADVISOR LLC · WEST PALM BEACH, FL
SUNRISE MANAGER LLC · WEST PALM BEACH, FL
SRT GROUP LLC · WEST PALM BEACH, FL
UBS FINANCIAL SERVICES INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · WEST PALM BEACH, FL
CIBC PRIVATE WEALTH ADVISORS, INC. · West Palm Beach, FL

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