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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-26 |
| CT | RA | APPROVED | 2025-08-06 |
| NY | RA | APPROVED | 2025-08-06 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | New York | NY | 07/2016 | 06/2018 |
| Sanford C Bernstein & Co Llc | New York | NY | 06/2018 | 03/2024 |
| Bernstein Institutional Services Llc | New York | NY | 03/2024 | 05/2025 |
| Morgan Stanley | New York | NY | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*645629 - Servus LLC; Investment Related - No; Natick, Massachusetts; Janitorial Services; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2021; During Business Hours: 0; After Business Hours: 5; Administrative. *648256 - Trustee/Co-Trustee; Investment related Yes; Marlborough, Massachusetts; 12/2021; During business hours: 0; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-01 |
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