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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-04 |
| FL | RA | APPROVED | 2015-08-04 |
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 | Miami | FL | 05/2015 | Present |
| Morgan Stanley Private Bank, National Association | New Yrok | NY | 06/2015 | Present |
* 373632 - DEVENIR LLC; Not Investment related; Coaching services; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 1; Provide coaching services to individuals. *587854 - Marfil Corp ; Investment related: Yes; Miami, Florida; Real Estate; Partner(proprietor, partner, officer, director, employee, trustee, agent); 5/2018; During business hours: 0; After business hours: 0; no active role, or duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-07 |
Reach out to this advisor