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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-07-24 |
| NJ | RA | APPROVED | 2016-08-30 |
| TX | RA | APPROVED_RES | 2014-10-14 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 06/2016 | Present |
*675209 - MD Rental Property; Investment Related - Yes; Catonsville, Maryland; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2026; During Business Hours: 0; After Business Hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-04 |
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