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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_RES | 2020-04-15 |
| FL | RA | APPROVED | 2015-11-23 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Miami | FL | 09/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*623888 - Fun Participation LLC; Investment related: Yes; key biscayne, Florida; Technology:Real Estate:Rental Property:Manufacturing; Partner(proprietor, partner, officer, director, employee, trustee, agent); 1/2025; During business hours: 0; After business hours: 0; Passive investor *616731- Pleasure Partnership LLC; Investment related: Yes; Key Biscayne, Florida; Recreation; Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 0; Not a specific role. Just own a boat *623887- Fun Toys LLC; Investment related: Yes; key biscayne, Florida; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2025; During business hours: 0; After business hours: 0; no obligation. only passive ownership *672801 - Fun Horizon Family Office Inc; Investment related: No; key biscayne, Florida; Private Foundation for my family; President (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 0; Check Signing/Funds Disbursements *683637- Menorca Florida LLC; Investment related: Yes; key biscayne, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Passive owner *687200- FunGame LLC; Investment related: No; Key Biscayne, Florida; Estate planning for family; Trustee of FunGame agent trust, which is the manager of FunGame LLC (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Estate Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-18 |
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