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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2023-01-20 |
| GA | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2018-05-18 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 02/2008 | 06/2017 |
| Morgan Stanley | Columbus | OH | 07/2017 | Present |
2.Concepts in Focus; Not Investment related ; Orange Park, FL; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jun 2015; During business hours: 0; After business hours: 1; Participate in focus groups for various companies/manufacturers examples include restaurants, candy companies, and sport/athletic wear companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-14 |
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