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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_RES | 2020-05-15 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
Manhasset, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| 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 |
* 407411 - Corinthian Condominium; Investment related Yes; New York, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2020; During business hours: 0; After business hours: 1; Property Management *483608- Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 02/2022; During business hours: 1; After business hours: 0; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-12 |
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