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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-21 |
| CT | RA | APPROVED | 2009-06-01 |
Branch Locations
545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • 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 | New Haven | CT | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*580639 - Orange Board of Finance; Investment Related - No; Orange, Connecticut; Government; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 2; Other. *638927 - Orange Republican Town Committee; Investment related-No; Orange, Connecticut; Government; Chairman (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 8; Administrative, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-13 |
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