Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2011-09-20 |
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 Smith Barney | Dallas | TX | 08/2011 | Present |
*591353 - Veritas Academy ; Investment related - No ; Wylie, Texas ; Education ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 06/2024 ; During business hours : 0 ; After business hours : 5 ; Business Development/Growth, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-29 |
Reach out to this advisor