AS
AS

Andrew Sinclair

19 Years of Experience
Tampa, FL
Broker

Andrew Sinclair is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

4890 West Kennedy Boulevard Suite 700, Tampa, FL, 33609

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew has a 15% ownership stake in Fuel Services of Tampa Bay since 2020 as a passive investor. He spends minimal time on this non-investment related activity.

Employment History
Current Registrations
Morgan Stanley
May 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Advisors
April 2020 - May 2025 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2020 - May 2025 · 5 yrs 1 mo
Cambridge Investment Research Advisors, INC.
November 2018 - March 2020 · 1 yr 4 mos
Cambridge Investment Research, INC.Broker
September 2018 - March 2020 · 1 yr 6 mos
Synovus Securities, INC.
May 2017 - March 2018 · 10 mos
Synovus Securities, INC.Broker
April 2016 - March 2018 · 1 yr 11 mos
Fifth Third Securities, INC.Broker
April 2010 - August 2010 · 4 mos
AXA Advisors, LLCBroker
November 2009 - April 2010 · 5 mos
Hartford Securities Distribution Company, INC.Broker
February 2008 - October 2009 · 1 yr 8 mos
Mfs Fund Distributors, INC.Broker
April 2005 - February 2008 · 2 yrs 10 mos
Charles Schwab & CO., INC.Broker
January 2004 - November 2004 · 10 mos
Ifmg Securities, INC.Broker
June 2003 - January 2004 · 7 mos
Liberty Funds Distributor, INC.Broker
November 2000 - January 2002 · 1 yr 2 mos
John Hancock Funds, INC.Broker
July 1999 - December 2000 · 1 yr 5 mos
Signator Investors, INC.Broker
January 1998 - July 1999 · 1 yr 6 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Andrew Sinclair - Financial Advisor | TrueAdvisor