Stacey A Beatey

CRD 3129783 · Morgan Stanley · Dallas, TX

IA RegisteredBroker

Also appears in the source record as: Stacey Ann Beatey; Stacey A Buchanan; Stacey Ann Buchanan

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (6): Series 66Series 63Series 10Series 9SIESeries 7
Registered states (38): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Mississippi · Missouri · Montana · Nebraska · Nevada · New Jersey · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Utah · Virginia · Wyoming
Years in the industry (source record): 28
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 (18)

From the source registration record · current first

Morgan StanleyCurrent
Dallas, TX · IA capacity

Apr 20, 2015 → present
Barclays Capital Inc.
BD capacity

Mar 28, 2011 → Apr 9, 2015
Barclays Capital Inc.
IA capacity

Mar 28, 2011 → Apr 9, 2015
Morgan Stanley
BD capacity

Mar 20, 2015 → Mar 30, 2015
Morgan Stanley
IA capacity

Mar 20, 2015 → Mar 30, 2015
Wells Fargo Advisors, LLC
BD capacity

Dec 6, 2010 → Mar 30, 2011
Wells Fargo Advisors, LLC
IA capacity

Dec 6, 2010 → Mar 30, 2011
Barclays Capital Inc.
IA capacity

Jan 21, 2009 → Nov 23, 2010
Barclays Capital Inc.
BD capacity

Sep 22, 2008 → Nov 23, 2010
Lehman Brothers Inc.
IA capacity

Jun 18, 2007 → Oct 15, 2008
Lehman Brothers Inc.
BD capacity

Jun 18, 2007 → Sep 22, 2008
Charles Schwab & Co., Inc.
IA capacity

Mar 8, 2004 → Jun 15, 2007
Charles Schwab & Co., Inc.
BD capacity

Jan 16, 2004 → Jun 15, 2007
Banc Of America Investment Services, Inc.
BD capacity

Jun 26, 2003 → Jan 26, 2004
Fidelity Brokerage Services LLC
BD capacity

Feb 6, 2001 → Oct 23, 2002
Metropolitan Life Insurance Company
BD capacity

Jun 2, 2000 → Aug 7, 2000
Metlife Securities Inc.
BD capacity

Jun 2, 2000 → Aug 7, 2000
Fidelity Brokerage Services, Inc.
BD capacity

Nov 25, 1998 → Feb 15, 2000

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.

SEC IAPD record for CRD 3129783 ↗ FINRA BrokerCheck record for CRD 3129783 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.