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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 | 2023-04-27 |
| VA | RA | APPROVED | 2023-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Vienna | VA | 02/2015 | 08/2019 |
| Robert W. Baird & Co. Incorporate | Reston | VA | 08/2019 | 04/2023 |
| Morgan Stanley | Leesburg | VA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
*550836 - Rental Property ; Investment related - Yes ; Reston, Virginia ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2020 ; During business hours : 0 ; After business hours : 1 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-16 |
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