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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-01 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| WV | RA | APPROVED | 2009-06-01 |
Branch Locations
1200 Third Avenue Suite 100, Huntington, WV 25701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Huntington | WV | 06/2009 | Present |
Rental Property; Investment related; Proctorville, OH; Sole Proprietor / Owner / Partner; 04/2017; During business hours: 0, After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-18 |
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