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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| NH | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Hanover | NH | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PITTSBURGH CITY CENTER INC; REAL ESTATE PARTNERSHIP; NON-INVESTMENT RELATED; PITTSBURGH, PA; 0 HOURS; LIMITED PARTNER; 06/2009 2. FISHKILL PLAZA LP; REAL ESTATE PARTNER; 1 BUSINESS HOUR, 1 NON-BUSINESS HR; NON-IVESTMENT RELATED; 48TH STREET, NEW YORK, NY 3. *416230 - Trust; Investment related - Yes; New York, New York; Trustee; 11/2020; During business hours: 1; After business hours: 0. 4. *696960 - St. Thomas Episcopal Church; Investment related - No; Hanover, New Hampshire; Religious; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 1; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-08 |
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