Capitol Securities Management
47yrs
Top advisor by experience in Tampa
2yrs
Bryce Poole
Financial advisor at Morgan Stanley
Based in Tampa, Florida, Bryce Poole is a fiduciary financial advisor with 2 years of industry experience. Bryce has been with Morgan Stanley since 2024; before that, Bryce spent less than a year at Florida Financial Advisors. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office4050 West Boy Scout Boulevard, Tampa, FL 33607
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowMorgan StanleyCurrent firm
- Aug 2024 – Aug 2024Florida Financial Advisors, LLCPreviously
Contact Bryce
4050 West Boy Scout BoulevardTampa, FL 33607Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Bryce
How do I contact Bryce?
Call Morgan Stanley at (914) 225-5510 and ask for Bryce Poole. Bryce works from the Tampa, FL office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Bryce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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