Gary Cremo
Also appears in the source record as: Gary Archie Defterios
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- Series 65Series 63Series 51Series 24SIESeries 31Series 7
- Registered states (12)
- Arizona · California · Colorado · Delaware · Florida · Michigan · New Jersey · New York · Ohio · Texas · Washington · Wisconsin
- Years in the industry (source record)
- 45
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
The official record for CRD 1005649 contains one or more disclosure events as of Aug 20, 2026.
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Current firm
From the firm record
- Firm
- Morgan Stanley
- Firm CRD
- 149777
- SEC number
- 801-70103
- Assets under management
- $2.0T as of Jun 30, 2026
- Website
- www.morganstanley.com ↗
- Phone
- 914-225-5510
- Firm location
- Purchase, NY, 10577-2530
Employment history (12)
From the source registration record · current first
-
Jun 1, 2009 → present
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Morgan Stanley & Co. IncorporatedIA capacityMar 25, 2009 → Jun 1, 2009
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Morgan Stanley & Co. IncorporatedBD capacityMar 24, 2009 → Jun 1, 2009
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Raymond James Financial Services Advisors, IncIA capacityJan 2, 2009 → Mar 25, 2009
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Raymond James Financial Services, Inc.BD capacityNov 1, 2001 → Mar 25, 2009
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Raymond James Financial ServicesIA capacityFeb 4, 2002 → Jan 2, 2009
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U.S. Bancorp Piper Jaffray Inc.BD capacityMar 13, 2001 → Nov 15, 2001
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Roth Capital Partners, LLCBD capacityMay 23, 1995 → Mar 16, 2001
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Oppenheimer & Co., Inc.BD capacityFeb 10, 1992 → Jan 25, 1995
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Western Capital Financial GroupBD capacityNov 14, 1988 → Feb 11, 1992
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Painewebber IncorporatedBD capacityJan 24, 1984 → Feb 25, 1989
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Private Ledger Financial Services, IncorporatedBD capacityOct 14, 1981 → Feb 26, 1982
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.