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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-01 |
| NY | RA | APPROVED | 2021-04-30 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/1997 | 04/2021 |
| Bank Of America, N.A. | New York | NY | 07/2011 | 04/2021 |
| Morgan Stanley Smith Barney Llc | New York | NY | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2021 | Present |
*494042 - Bicoastal Fitting; Investment related No; new york, New York; Modeling agency; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2016; During business hours: 1; After business hours: 4; Model
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-12-30 |
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