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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-20 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2013-06-03 |
| NJ | RA | APPROVED | 2010-08-13 |
Branch Locations
250 Park Avenue South Suite 500, Winter Park, FL 32789 • United States
Mountain View, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Winter Park | FL | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*620314 - Acre J Corporation; Investment related: Yes; Lake Mary, Florida; Rental Property; Director(proprietor, partner, officer, director, employee, trustee, agent); 1/2021; During business hours: 0; After business hours: 0; None other than being listed for Planning purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-18 |
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