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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| IL | RA | APPROVED | 2019-07-18 |
| TX | RA | APPROVED_RES | 2019-04-03 |
| CT | RA | APPROVED | 2015-10-01 |
Branch Locations
50 Fountain Plaza Key Tower North, Buffalo, NY 14202 • United States
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • United States
Buffalo, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Brooklyn | NY | 02/2010 | 11/2016 |
| Morgan Stanley | Buffalo | NY | 11/2016 | Present |
*659720 - Westminister Early Childhood Program; Investment related: No; Buffalo, New York; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 5; Administrative:Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-27 |
Reach out to this advisor