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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-28 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Chicago | IL | 07/2004 | Present |
| Morgan Stanley Smith Barney | Chicago | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.VBB Band; Investment related - No; Musician; Drummer (proprietor, partner, officer, director, employee, trustee, agent); 09/2017; Drummer in a funk and soul band 2) Meyer-Brown Properties, LLC; Investment related; Real estate; Operating Manager; During business hours: 0; After business hours: 0 *462534 -Trust; Investment related - Yes; Pinehurst, North Carolina; 11/2021; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-23 |
Reach out to this advisor