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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 |
|---|---|---|---|
| MI | RA | APPROVED | 2024-12-12 |
| TX | RA | APPROVED | 2024-12-12 |
Branch Locations
Bloomfield Township, MI • United States
1108 North Main Street, Rochester, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Birmingham | MI | 07/2014 | 02/2020 |
| J.P. Morgan Chase Bank, Na | Birmingham | MI | 01/2017 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomfield Hills | MI | 02/2020 | 12/2024 |
| Morgan Stanley | Rochester | MI | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-15 |
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