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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · Morgan Stanley

Julianne C. Canterbury

CRD 1289178 · The Woodlands, TX

At a glance

Julianne C. Canterbury is an investment adviser representative with Morgan Stanley in The Woodlands, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julianne’s SEC record dates to 1997, about 28 years ago. Julianne is also registered as a broker representative.

Current advisory firm

  • Morgan StanleySince June 2009The Woodlands, TX · $1.96T in regulatory assets

SEC adviser record

Registered since
1997 (28 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Julianne’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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