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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-22 |
| FL | RA | APPROVED | 2017-07-12 |
| TX | RA | APPROVED_RES | 2014-07-15 |
| CT | RA | APPROVED | 2014-07-03 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2014 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Ponte Vedra Beach | FL | 07/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-17 |
| S66 | Uniform Combined State Law Examination | 2002-08-15 |
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