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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 | 2023-05-19 |
| TX | RA | APPROVED | 2023-05-19 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blckrock Investments, Llc | New York | NY | 06/2014 | 01/2023 |
| Blackrock | New York | NY | 06/2014 | 02/2023 |
| Morgan Stanley | New York | NY | 04/2023 | Present |
(1) *547868 - Abrahams Consulting LLC ; Investment related - Yes ; New York , New York ; Technology ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 4/2006 ; During business hours : 0 ; After business hours : 20 ; Accounting/Bookkeeping (2) *547766 - Columbia University; Investment related No; New York, New York; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2019 ; During business hours: 0; After business hours: 16; Teaching associate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-24 |
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