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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 | 2025-08-15 |
| RI | RA | APPROVED | 2025-07-14 |
| VT | RA | APPROVED | 2025-07-07 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 05/2025 | Present |
| Unemployed | Warwick | RI | 12/2024 | 05/2025 |
| Leyton | Boston | MA | 07/2022 | 12/2024 |
| Alarm.cOm | Mclean | VA | 07/2012 | 07/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
*640853 - Frantic Antic Motorsports LLC; Investment Related - Yes; Daytona Beach, Florida; Automotive/Transportation; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2021; During Business Hours: 0; After Business Hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-03 |
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