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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 |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2019-07-25 |
| CA | RA | APPROVED | 2015-07-21 |
| AZ | RA | APPROVED | 2015-06-25 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
Park City, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 06/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-29 |
| S66 | Uniform Combined State Law Examination | 2000-07-29 |
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