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Detailed Report
ANTHONY JOHN TREBOLDI
CRD#: 4772632
IA
Investment Adviser
B
Broker
MORGAN STANLEYCRD#: 149777 101 West Big Beaver Road
Suite 1200
Troy, MI 48084
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2007 - 2012 (5 years)2 FIRMS2012 - Present (12 years)BRAYMOND JAMES & ASSOCIATES, INC. (CRD# 705)2004 - 2007 (2 years)
Disclosure(s)
View By:
4/22/2009
Customer Dispute
Denied
License(s)

State Registrations

B
Florida 3/11/2015
B
Pennsylvania 3/6/2017
B
Illinois 4/19/2016
B
Texas 1/3/2020
B
Michigan 9/28/2012
IA
Texas 2/20/2020
IA
Michigan 10/1/2012
B
Wisconsin 11/23/2015
B
Nevada 11/28/2012

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
MORGAN STANLEY (CRD#:149777)
101 West Big Beaver Road Suite 1200, Troy, MI 48084
Registered with this firm since 10/1/2012
B
MORGAN STANLEY (CRD#:149777)
101 West Big Beaver Road Suite 1200, Troy, MI 48084
Registered with this firm since 9/28/2012
Previous Registration(s)
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IA
 09/17/2007 - 10/05/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) TROY, MI
B
 09/17/2007 - 10/05/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) TROY, MI
B
 06/03/2004 - 04/26/2007 RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705) FARMINGTON HILLS, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.