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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 | 2026-01-30 |
| OR | RA | APPROVED | 2025-12-19 |
Branch Locations
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 06/2023 | Present |
| Mt Hood Meadows | Mt Hood | OR | 11/2017 | Present |
| Multnomah Athletic Club | Portland | OR | 11/2017 | 01/2025 |
| Unemployed | Portland | OR | 06/2016 | 11/2017 |
559650 - Multnomah Athletic Club; Investment Related - No; Portland, Oregon; Health and Welfare, Social & Recreational; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2019; During Business Hours: 0; After Business Hours: 20; Labor/Service. 560175 - McKibbin Farmlands, LLC; Investment Related - Yes; Hillsboro, Oregon; Agriculture, Real Estate; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2019; During Business Hours: 0; After Business Hours: 0; Other. 560190 - Crescent Beach Properties LLC; Investment Related - Yes; Portland, Oregon; Real Estate; LLC Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2006; During Business Hours: 0; After Business Hours: 0; Real Estate Holdings. 561260 - Jackson Farmlands II; Investment Related - Yes; Hillsboro, Oregon; Real Estate, Agriculture; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2022; During Business Hours: 0; After Business Hours: 0; Member. 567439 - Mt Hood Meadows Ski Resort; Investment Related - No; Mt Hood, Oregon; Recreation, Education; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);11/2023; During Business Hours: 0; After Business Hours: 10; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-25 |
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