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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-13 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 12/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Houston | TX | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-26 |
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