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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 | 2010-05-25 |
Branch Locations
8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*450965 - The Sando Foundation; Investment related -No; Dallas, Texas; Children/Youth, Civic/Community, Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 4; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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