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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-07-14 |
| FL | RA | APPROVED | 2016-04-12 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 03/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2016 | Present |
1) Q BUILDING ONE LLC / 950 BRICELL BAY DRIVE, 5504 MIAMI, FL 33134 / OTHER / REAL ESTATE / INVESTMENT EN REAL ESTATE PROJECT / PARTNER / NONE / START DATE 06/01/2012. 2) BABSON COLLEGE / 231 FOREST STREET BABSON PARK,MA 02457 / BUSINESS SCHOOL / COLLEGE / OTHER / HOST COMITTEE FOR BABSON CONNECT WOLRDWIDE / HELP IN ORGANIZING GLOBAL EVENTS / START DATE 12/17/2014 3) Armani SI LLC / 19441 Ambassador CT Miami,Fl 33179 / Other/ Real Estate / owns a real estate property / Other / managing memeber / Start Date 10/23/2014 5) *346951 - Acarrot LLC; Investment related: Yes; Miami, Florida; Restaurant/Bar/Nightclub; Manager (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 0; After business hours: 0; Passive investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-04 |
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