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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-08-19 |
| CT | RA | APPROVED | 2020-08-07 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | New York | NY | 07/2012 | 10/2017 |
| Gilder Gagnon Howe | New York | NY | 10/2017 | 11/2019 |
| Morgan Stanley | New York | NY | 06/2020 | Present |
| Atlas Search Llc | New York | NY | 02/2020 | 02/2020 |
| Unemployed | New York | NY | 03/2020 | 06/2020 |
1. *435540 - TaskRabbit; Investment related- No; San Francisco, California; Freelance Labor; Freelance Contractor; May 2021 ; During business hours:0 ; Labor/Service 2. *452166-Fiver; Investment related -No; New York, New York; Consulting; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 5; Customer Service *560876 - CyberLock LLC; Investment related: Yes; New York, New York; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 10; Customer Service. *631170 - RENTAL PROPERTY; Investment Related - Yes; Yonkers, New York; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 0; After Business Hours: 1; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-05 |
Reach out to this advisor