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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 | 2016-08-12 |
| CT | RA | APPROVED | 2016-07-05 |
Branch Locations
7500 Dallas Parkway Suite 500, Plano, TX 75024 • United States
55 East 52Nd Street 28Th Floor, New York, NY 10055 • 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 | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*390706 - Retreat at tall tree; Investment related - Yes; Mount Vernon, TX; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 0; After business hours: 1; Property Management. *573480- syndicate fishing llc; Investment related: Yes; lighthouse point, Florida; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 4; member of fishing team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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