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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-15 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| OH | RA | APPROVED | 2009-06-01 |
Branch Locations
6250 Levis Common Blvd, Perrysburg, OH 43551 • United States
7311 Crossleigh Court, Toledo, OH 43617 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Toledo | OH | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-03 |
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