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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 | 2024-11-04 |
| NY | RA | APPROVED | 2024-10-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2016 | 05/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 05/2023 |
| Morgan Stanley & Co. Llc | New York | NY | 09/2024 | Present |
| Unemployed | Upper Saddle River | NJ | 05/2023 | 09/2024 |
| Morgan Stanley | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-15 |
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