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Colleen E Bissonnette

Morgan Stanley

West Palm Beach, FL

Boca Raton, FL

CRD 3235341

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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 2021-07-20
TX RA APPROVED_RES 2021-06-29
  • FL RA
    APPROVED
    Since 2021-07-20
  • TX RA
    APPROVED_RES
    Since 2021-06-29

Branch Locations

777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States

1801 North Military Trail Suite 300, Boca Raton, FL 33431 • 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
Hsbc Bank Usa, N.A. Fort Lauderdale FL 01/2014 05/2019
Hsbc Securities (Usa) Inc. New York NY 01/2014 06/2020
Unemployed Deerfield Beach FL 06/2020 06/2021
Morgan Stanley West Palm Beach FL 06/2021 Present
  • 01/2014 → 05/2019
    Hsbc Bank Usa, N.A.
    Fort Lauderdale, FL
  • 01/2014 → 06/2020
    Hsbc Securities (Usa) Inc.
    New York, NY
  • 06/2020 → 06/2021
    Unemployed
    Deerfield Beach, FL
  • 06/2021 → Present
    Morgan Stanley
    West Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-06
S63 Uniform Securities Agent State Law Examination 1999-07-14
  • S66 Uniform Combined State Law Examination
    2016-05-06
  • S63 Uniform Securities Agent State Law Examination
    1999-07-14
Other Names
  • Colleen Elizabeth Brady
  • Colleen E Bissonnette
  • Colleen Elizabeth Bissonnette

View on SEC IAPD

Nearby Firms

CLEARSKY ADVISORS LLC
MYRIAD ASSET MANAGEMENT ADVISORS LLC
TCG STRATEGIC INCOME ADVISOR LLC

Nearby Investors

SARA DAWN ROTH
SUZANN RITA ZADANOSKY
ROBERT EDWARD DEFOREST

Nearby 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

More in West Palm Beach, FL

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