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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 | 2021-06-16 |
| TX | RA | APPROVED_RES | 2011-08-25 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 05/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
RENTAL PROPERTY-BUILDING LANDLORD/OWNER *554132 - Laurel Grove Properties, LLC ; Investment related - Yes ; Mechanicsburg, Pennsylvania ; Real Estate ; Partner (proprietor, partner, officer, director, employee, trustee, agent) ; 06/2023 ; During business hours : 0 ; After business hours : 0; The propery is sold but the llc will stay open
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
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