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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 | 2009-12-14 |
| FL | RA | APPROVED | 2009-12-02 |
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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Plantation | FL | 04/2007 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Real Estate; Investment related No; Real Estate; Chairman; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Sep/2017; During business hours: 0; After business hours: 5; This is a vehicle that will hold a potential property. 2. *OBI - 556245 - CRR Holding; Investment related - Yes ; Miami, Florida ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 5 ; Administrative:Accounting/Bookkeeping:Check Signing/Funds Disbursements:Property Management *613652 - CKE Holdings LLC; Investment related: Yes; Miami, Florida; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 5; Administrative:Accounting/Bookkeeping:Check Signing/Funds Disbursements:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-19 |
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