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Morgan Stanley CRD 149777
$1.96T regulatory AUM 416,984 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-20 |
| WA | RA | APPROVED | 2024-02-20 |
Branch Locations
400 Winslow Way East Suite 200, Bainbridge Island, WA 98110 • United States
2011 North West Myhre Road Suite 301, Silverdale, WA 98383 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Bainbridge Island | WA | 03/2008 | 02/2024 |
| Morgan Stanley Smith Barney Llc | Silverdale | WA | 02/2024 | Present |
| Morgan Stanley Smith Barney Llc | Bainbridge Island | WA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-26 |
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