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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 |
|---|---|---|---|
| DC | RA | APPROVED | 2016-02-25 |
| TX | RA | APPROVED | 2011-02-11 |
| IL | RA | APPROVED | 2011-01-14 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
1775 I Street, North West Suite 200, Washington, DC 20006 • 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 | Chicago | IL | 01/2011 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley | Washington | DC | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-07 |
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