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 |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-19 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2020-04-15 |
| NJ | RA | APPROVED | 2016-02-23 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
Ridgefield, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
*440123 - June Aldrich LLC; Investment related - No; Ridgefield, Connecticut; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 2; Owner *593517 - American Padel Supply LLC; Investment Related - Yes; Taga Cay, South Carolina; Wholesale/Distribution; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2024; During Business Hours: 0; After Business Hours: 2; As a board member I would be advisor to the board *597364 - Ridgefield Academy; Investment Related - No; Ridegefield, Connecticut; Education; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-22 |
Reach out to this advisor