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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED_RES | 2021-12-14 |
| CA | RA | APPROVED | 2021-07-01 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
2160 Satellite Blvd Suite 150, Duluth, GA 30097 • 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 | San Francisco | CA | 05/2010 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-11 |
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