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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2016-01-22 |
| TX | RA | APPROVED | 2016-01-15 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2016 | Present |
*461700 - 9degrees LLC; Investment related - No; Atlanta, Georgia; Consulting; 09/2021; During business hours: 0; After business hours: 0; Check Signing/Funds Disbursements *489991 - Trust; Investment related - Yes; Athens, Georgia; 02/2016; During business hours: 0.15; After business hours: 0.85
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-04 |
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