Tatiana Purdy, financial advisor Tampa FL

Tatiana Purdy

CRD Number: 4274139
Current Firm: Morgan Stanley

Tatiana Purdy (CRD# 4274139) is an Investment Advisor Representative working at Morgan Stanley in Tampa, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Tampa, FL Apr 2018 - Current 2
Invest Financial Corporation Tampa, FL Feb 2014 - Apr 2018 4
Raymond James Financial Services, Inc. St Petersburg, FL Jul 2004 - Jan 2014 9
Mary Kay Cosmetics Seminole, FL Sep 2003 - Jan 2012 8
Mary Kay Tampa, FL Sep 2003 - Jan 2012 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Tatiana F. Purdy
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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