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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P Morgan Securities Llc. | New York | NY | 05/2012 | 04/2023 |
| Jpmorgan Chase Bank, Na | New York | NY | 01/2014 | 04/2023 |
| Morgan Stanley | New York | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
| S66 | Uniform Combined State Law Examination | 2003-03-04 |
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