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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED_RES | 2022-06-02 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2017-07-24 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Great Neck | NY | 11/2006 | 07/2017 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 07/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2017 | Present |
*521175- JEGETH, LLC; Investment related-Yes; Savannah, Georgia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 2; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-09 |
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