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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 | 2025-02-03 |
| PA | RA | APPROVED | 2025-02-03 |
| TX | RA | APPROVED_RES | 2025-02-03 |
Branch Locations
545 Metro Place South Suite 300, Dublin, OH 43017 • United States
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dublin | OH | 06/2011 | 08/2021 |
| J.P. Morgan Securities Llc | Columbus | OH | 08/2021 | 12/2022 |
| Morgan Stanley | West Conshohocken | PA | 12/2024 | Present |
| Unemployed | Lansdale | PA | 12/2022 | 12/2023 |
| Self Employed | Lansdale | PA | 01/2024 | 09/2024 |
*694674- Data Annotation Tech; Investment related: No; Alpine, New Jersey; Technology; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-31 |
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