Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-24 |
Branch Locations
3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Rochester | NY | 06/2009 | Present |
*665049- Weldon Ridge Barracudas Swim Team; Investment related: No; Cary, North Carolina; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 8; organizing summer swim team
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-12 |
Reach out to this advisor