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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-23 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2019-08-13 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 01/2017 | 06/2019 |
| Extended Travel | Various | NY | 12/2015 | 12/2016 |
| Deutsche Bank Trust Company Americas (Affiliate Of Dbsi) | New York | NY | 03/2019 | 06/2019 |
| Morgan Stanley | Miami | FL | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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