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CRD 4767916
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 | 2018-06-06 |
| GA | RA | APPROVED | 2018-04-20 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
500 Westpark Dr Suite 100, Peachtree City, GA 30269 • United States
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
2160 Satellite Blvd Suite 150, Duluth, GA 30097 • United States
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
945 Broadway, Columbus, GA 31901 • United States
124 West Jefferson Street, Madison, GA 30650 • United States
6055 Lakeside Commons Drive Suite 450, Macon, GA 31210 • United States
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 07/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-10 |
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