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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 | 2020-04-23 |
| FL | RA | APPROVED | 2016-04-12 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | Present |
1) MAGENTA LIMITED GROUP-NON-SECURITIES RELATED-DIRECTOR; NON INVESTMENT RELATED; NORTH BAY, VILLAGE FL;REAL ESTATE INVESTMENT; 0,0 3) One Willow Bridge 32E LLC; Vail, Co; Investment related; Rental; Sole Proprietor / Owner / Partner; 03/2017; 0,1 4) *380142 - Masada Capital SAS; Investment Related - Yes; Colombia; Real Estate, Agriculture; Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Aug 2020; During Business Hours: 0; After Business Hours: 1. * 253725 - Green Horse Investments LLC; Investment related Yes; Key Biscayne, Florida; Investment/Finance/Banking, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2019; During business hours: 0; After business hours: 0; Investment Decisions/Advice *624714- Cuatro Lazos SAS; Investment related: No; Bogota, Colombia; Agriculture, Participation in a Hotel; Just shareholder though Masaada Capital SAS (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 0; No responsability, No position, just shareholder thorugh Masada Capital SAS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-18 |
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