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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Greenwich | CT | 10/2012 | 09/2023 |
| Tbd | Larchmont | NY | 09/2013 | 01/2023 |
| Kislin Family Ventures, Llc. | Larchmont | NY | 09/2016 | Present |
| Morgan Stanley Smith Barney Llc | Purchase | NY | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
KISLIN FAMILY VENTURES, LLC / OWNER / START 01-SEPTEMBER-2016 / LARCHMONT, NY / AERIAL PHOTOGRAPHY / NON-INVESTMENT RELATED / 2-3 HOURS DEDICATED PER MONTH (unless otherwise indicated) / 0 DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-15 |
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