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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| CA | RA | APPROVED | 2017-04-10 |
| HI | RA | APPROVED | 2017-03-31 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
Oakland, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 07/2010 | Present |
RENTAL PROPERTY, OWNER; INVESTMENT RELATED; START DATE: 08/2014; OAKLAND, CA; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 1997-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-15 |
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