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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2022-02-16 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2015-06-04 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
New Canaan, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2015 | Present |
1. [CENTS ABILITY; TEACHING NYC TEENS FINANCIAL RESPONSIBILITY; 245 PARK AVENUE, 5TH FLOOR, NY, NY 10167; START DATE 01/2006; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] 2. Owner of rental property; 1 after work hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-30 |
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