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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • 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 |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | New York | NY | 09/2006 | 05/2026 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 05/2026 |
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2026 | Present |
| 6 Savoy Llc | Rockville Centre | NY | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2026 | Present |
(1) 700665 - 37 Rowan Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 20-March-2003 / During business hours: 0 / After business hours: 5 / Property Management. (2) 700663 - 32 Fairfield Avenue LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 31-July-2015 / During business hours: 0 / After business hours: 5 / Property Management. (3) 700669 - 99 Brown Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 29-January-2016 / During business hours: 0 / After business hours: 5 / Property Management. (4) 700670 - 110 Helen Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 19-June-2016 / During business hours: 0 / After business hours: 5 / Property Management. (5) 700676 - 149 Grandview Avenue LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 25-February-2017 / During business hours: 0 / After business hours: 5 / Property Management. (6) 700667 - 77 Yates Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 04-April-2017 / During business hours: 0 / After business hours: 5 / Property Management. (7) 700668 - 80 Morris Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 09-June-2018 / During business hours: 0 / After business hours: 5 / Property Management. (8) 700677 - 619 Washington Avenue LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 29-May-2019 / During business hours: 0 / After business hours: 5 / Property Management. (9) 700671 - 145 Gorham Avenue LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 18-September-2019 / During business hours: 0 / After business hours: 5 / Property Management. (10) 700662 - 26 Fourth Street LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 17-March-2020 / During business hours: 0 / After business hours: 5 / Property Management. (11) 700649 - 6 Savoy LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 07-April-2021 / During business hours: 0 / After business hours: 2 / Property Management. (12) 700666 - 63 Gorham Avenue LLC / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 26-January-2022 / During business hours: 0 / After business hours: 5 / Property Management. (13) 700650 - Rental Property - 2 William St Danbury, Ct / Investment Related / Rockville Centre, NY / Real Estate / Officer / Start 21-February-2025 / During business hours: 0 / After business hours: 5 / Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-17 |
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