Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-03-28 |
| TX | RA | APPROVED_RES | 2025-03-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 07/2002 | 03/2025 |
| Morgan Stanley Smith Barney Llc. | New York | NY | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2025 | Present |
(1) 637592 - Zac's Dollar Delimma; Not Investment Related; Scarsdale, NY; Author of a Book; Author; Start 15-August-2015; During business hours: 0; After business hours: 1; Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-30 |
Reach out to this advisor