Tatiana Purdy is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
4050 West Boy Scout Boulevard, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tatiana is a sole proprietor and owner of Dream Travel in Tampa, Florida, working as a certified travel agent since September 2024. She dedicates a few hours per week to this investment-related activity after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
E*trade Securities LLCBroker
Invest Financial Corporation
Invest Financial CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations53 states
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