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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-09-21 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| RI | RA | APPROVED | 2009-06-01 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*669725 - Town of Medway; Investment related: No; Medway, Massachusetts; Government; Investment Committee -Volunteer (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 0.25; Other:Investment Decisions/Advice - Periodic general review of investment strategies and managers implementing those strategies as it relates to town's stabilization fund.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-25 |
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