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 | 2026-06-08 |
| TX | RA | APPROVED | 2026-06-05 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Miami | FL | 05/2007 | 03/2026 |
| Morgan Stanley | Miami | FL | 04/2026 | Present |
690436 - 305 Event Planning LLC; Investment Related - Yes; Miami, Florida; Event Planning; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2026; During Business Hours: 0; After Business Hours: 20; Customer Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-04 |
Reach out to this advisor