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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Anna Sime

Advisor at MORGAN STANLEY

Winter Park, FL

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Search this name across graphsid dfx:ria:2295e84f-a3bf-57d7-bf7b-7b8aaf971d32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Dec 6, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 28, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 12
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 28, 2007
First registration: Dec 6, 2007
Dual registered: yes, broker-dealer
Other names: ANNA A DANILOVA|ANNA ALEXANDROVNA DANILOVA|ANNA DANILOVA|ANNA ALEXANDROVNA SIME
IAPD individual key: 5137839

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Aug 5, 2025	n/a	yes	Winter Park, FL	Current employment
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Jan 10, 2022	Jul 21, 2023	no	Orlando, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 4, 2019	Dec 8, 2021	no	CORAL GABLES, FL\|MIAMI BEACH, FL\|MIAMI BEACH, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Nov 20, 2017	Jun 25, 2019	no	New York, NY\|NEW YORK, NY\|Fort Lee, NJ	Previous registration
HSBC SECURITIES (USA) INC.	Bd affiliated wealth	Feb 7, 2017	Dec 6, 2017	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 21, 2016	Nov 22, 2016	no	ASTORIA, NY	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 7, 2013	Aug 31, 2016	no	NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Mar 27, 2013	no	BROOKLYN, NY\|BROOKLYN, NY\|BROOKLYN, NY\|BROOKLYN, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 17, 2012	Oct 1, 2012	no	BROOKLYN, NY	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 9, 2011	May 3, 2012	no	FOREST HILLS, NY	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Nov 9, 2011	May 3, 2012	no	Forest Hills, NY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 16, 2008	Nov 8, 2011	no	SALT LAKE CITY, UT\|BROOKLYN, NY\|BROOKLYN, NY\|NEW YORK, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 6, 2007	Apr 28, 2008	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SCHWAB WEALTH ADVISORY, INC.	MORGAN STANLEY	Jul 21, 2023	Aug 5, 2025	746	Firm change after gap	Other
WELLS FARGO ADVISORS	SCHWAB WEALTH ADVISORY, INC.	Dec 8, 2021	Jan 10, 2022	33	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Jun 25, 2019	Sep 4, 2019	71	Firm change	Ibd to wirehouse
HSBC SECURITIES (USA) INC.	CITIGROUP GLOBAL MARKETS INC.	Dec 6, 2017	Nov 20, 2017	-16	Firm change	Other
EQUITABLE ADVISORS, LLC	HSBC SECURITIES (USA) INC.	Nov 22, 2016	Feb 7, 2017	77	Firm change	Other
WELLS FARGO ADVISORS	EQUITABLE ADVISORS, LLC	Aug 31, 2016	Oct 21, 2016	51	Firm change	Wirehouse to ibd
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Mar 27, 2013	Jun 7, 2013	72	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	May 3, 2012	Nov 9, 2011	-176	Channel change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	May 3, 2012	Nov 9, 2011	-176	Firm change after gap	Other
CHASE INVESTMENT SERVICES CORP.	TD AMERITRADE, INC.	Nov 8, 2011	Nov 9, 2011	1	Firm change	Other
STRATEGIC ADVISERS LLC	CHASE INVESTMENT SERVICES CORP.	Apr 28, 2008	Sep 16, 2008	141	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19585:7059:NY:2017-11-29	Dec 6, 2017	Nov 20, 2017	NEW YORK, NY	Firm change

Relationships

Registered with (11)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Aug 5, 2025 to presentfactForm ADV
→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: previous registration
Jan 10, 2022 to Jul 21, 2023factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 4, 2019 to Dec 8, 2021factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Nov 20, 2017 to Jun 25, 2019factForm ADV
→ HSBC SECURITIES (USA) INC.Registered adviserregistration: previous registration
Feb 7, 2017 to Dec 6, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2016 to Nov 22, 2016factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Mar 27, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 17, 2012 to Oct 1, 2012factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 9, 2011 to May 3, 2012factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Nov 9, 2011 to May 3, 2012factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 6, 2007 to Apr 28, 2008factForm ADV

Dated events

Occurred
Jul 21, 2023
Advisor changed firm
Anna Sime left Schwab Wealth Advisory, Inc. for Morgan Stanley (registered 2025-08-05)
Form ADVobserved 4 days ago