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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-06-10 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Manhasset | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Legal 2 Family Home Rental; Investment related Yes; Glen Cove NY; Collect monthly rent roll; Homeowner,Jointly owned with spouse(proprietor, partner, officer, director, employee, trustee, agent); Jun 1998; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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