Tamara J Weatherly

CRD 2528221 · Morgan Stanley · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Tamara J Cooper; Tamara Jane Ferris; Tamara J Harris; Tamara Jane Harris; Tamara Jane Harris Ferris; Tamara Ferris Weatherly

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 65Series 63SIESeries 7
Registered states (44): Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 24
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2528221 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 (9)

From the source registration record · current first

Morgan StanleyCurrent
Dallas, TX · IA capacity

Mar 25, 2014 → present
Wells Fargo Advisors, LLC
BD capacity

May 31, 2012 → Jan 3, 2013
Wells Fargo Advisors, LLC
IA capacity

May 31, 2012 → Jan 3, 2013
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Dec 9, 2005 → Jun 4, 2012
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Dec 9, 2005 → Jun 4, 2012
Ubs Financial Services Inc.
BD capacity

Mar 21, 2003 → Dec 20, 2005
Ubs Financial Services Inc.
IA capacity

Mar 21, 2003 → Dec 20, 2005
Salomon Smith Barney Inc.
IA capacity

Nov 12, 2002 → Feb 27, 2003
Salomon Smith Barney Inc.
BD capacity

Jun 26, 2002 → Feb 27, 2003

Source & corrections

Where this page comes from

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