Best Investors Account Sign in

Deborah Ann Wise

Morgan Stanley

Stuart, FL

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-25
FL RA APPROVED 2021-11-22
  • TX RA
    APPROVED
    Since 2022-01-25
  • FL RA
    APPROVED
    Since 2021-11-22

Branch Locations

729 South West Federal Highway Suite 300, Stuart, FL 34994 • 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
Ubs Financial Services Inc. Stuart FL 08/2007 03/2019
Unemployed Stuart FL 03/2019 08/2019
Morgan Stanley Smith Barney Llc Stuart FL 08/2019 Present
Morgan Stanley Private Bank, N.A New York NY 07/2022 Present
  • 08/2007 → 03/2019
    Ubs Financial Services Inc.
    Stuart, FL
  • 03/2019 → 08/2019
    Unemployed
    Stuart, FL
  • 08/2019 → Present
    Morgan Stanley Smith Barney Llc
    Stuart, FL
  • 07/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-18
S63 Uniform Securities Agent State Law Examination 1998-01-31
  • S66 Uniform Combined State Law Examination
    2021-11-18
  • S63 Uniform Securities Agent State Law Examination
    1998-01-31
Other Names
  • Deborah Ann Scurti
  • Deborah Ann Scurti

View on SEC IAPD

Other Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.
DAYMARK WEALTH PARTNERS, LLC
SPECTRA INVESTMENT MANAGEMENT, LLC
FOGEL CAPITAL MANAGEMENT INC
INTEGRITT WEALTH MANAGEMENT, LLC

Other Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD
DEBORAH L VINCENT
JEFFREY AARON ATLAS
TANYA CELESTE WANDOFF
NANCY JEAN GOETHEL
GERALD DANIEL SAELZER

Other Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · STUART, FL
DAYMARK WEALTH PARTNERS, LLC · STUART, FL
SPECTRA INVESTMENT MANAGEMENT, LLC · STUART, FL
FOGEL CAPITAL MANAGEMENT INC · STUART, FL
INTEGRITT WEALTH MANAGEMENT, LLC · STUART, FL

More in Stuart, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor