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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 | 2025-08-22 |
| PA | RA | APPROVED | 2025-08-05 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities, Llc | Wayne | PA | 02/2013 | 02/2017 |
| Hightower Advisors, Llc | Wayne | PA | 02/2013 | 02/2017 |
| Ubs Financial Services Inc. | Conshohocken | PA | 10/2017 | 01/2024 |
| Unemployed | Broomall | PA | 03/2017 | 09/2017 |
| Morgan Stanley | West Conshohocken | PA | 07/2025 | Present |
| Unemployed | Broomall | PA | 02/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-11 |
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