Adviser and broker representative · Morgan Stanley
Katherine Borja-Abeja
CRD 6514688 · Winter Haven, FL
At a glance
Katherine Borja-Abeja is an investment adviser representative with Morgan Stanley in Winter Haven, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Katherine’s SEC record dates to 2015, about 11 years ago. Katherine is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince October 2017Winter Haven, FL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Katherine’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Morgan Stanley
- Joshua W. LewisWinter Haven
- Clayton W. McKownWinter Haven · Certified Financial Planner
- Ashley A. ProctorWinter Haven
- John W. Scheck Jr.Winter Haven
- April L. WheelerWinter Haven
- Richard A. WrightWinter Haven
- Amy W. AadalenMinneapolis
- Sonja L. AarninkWilmington
Every advisor at Morgan Stanley →Morgan Stanley: assets, clients and custodians →Morgan Stanley news, moves and payouts →Financial advisors in Winter Haven, FL →Every Morgan Stanley advisor in Winter Haven →Advisor Moves: who changed firms this week →