Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-09 |
| MI | RA | APPROVED | 2010-05-20 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2430 East Hill Road, Grand Blanc, MI 48439 • United States
Fenton, MI • United States
Venice, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Grand Blanc | MI | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*208360 - Spring Meadows country club; Investment related - No; Linden, Michigan; Recreation; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Oct 2014; During business hours: 0; After business hours: 2; Finance Committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-05 |
Reach out to this advisor