Carla Marie Weidman

CRD 1588396 · Morgan Stanley · Tampa, FL

IA RegisteredBroker

Also appears in the source record as: Carla M Dati; Carla M Weidman

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (11): Series 66Series 65Series 63Series 9Series 10Series 4Series 24Series 27SIESeries 3Series 7
Registered states (52): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 38
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (15)

From the source registration record · current first

Morgan StanleyCurrent
Tampa, FL · IA capacity

Sep 9, 2010 → present
Oppenheimer & Co. Inc.
IA capacity

Jan 19, 2010 → Aug 2, 2010
Oppenheimer & Co. Inc.
BD capacity

Jan 8, 2010 → Aug 2, 2010
Morgan Stanley Smith Barney LLC
IA capacity

Nov 24, 2009 → Dec 19, 2009
Morgan Stanley Smith Barney
BD capacity

Jun 1, 2009 → Dec 19, 2009
Citigroup Global Markets Inc.
BD capacity

Jun 16, 2000 → Jun 1, 2009
Bemos Investment Advisors, L.L.C.
BD capacity

Jul 28, 1999 → May 23, 2000
Spencer Trask Securities Incorporated
BD capacity

Aug 25, 1998 → Aug 19, 1999
Cigna Financial Services, Inc.
BD capacity

May 13, 1998 → Aug 25, 1998
Bear, Stearns & Co. Inc.
BD capacity

Aug 15, 1997 → Nov 18, 1997
Smith Barney Inc.
BD capacity

Jul 31, 1993 → Aug 19, 1997
Lehman Brothers Inc.
BD capacity

Nov 23, 1992 → Jul 31, 1993
Everen Securities, Inc.
BD capacity

Sep 10, 1992 → Nov 13, 1992
Painewebber Incorporated
BD capacity

Mar 6, 1990 → Sep 2, 1992
Shearson Lehman Hutton Inc.
BD capacity

May 25, 1988 → Mar 9, 1990

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 1588396 ↗ FINRA BrokerCheck record for CRD 1588396 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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