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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 | 2017-03-01 |
Branch Locations
16554 Creek Bend Drive Suite 100, Sugar Land, TX 77478 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 04/2011 | 03/2017 |
| Morgan Stanley | Sugar Land | TX | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
*565773- Valley Village Dad's Club, Inc; Investment related -No; Houston, Texas; Civic/Community, Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-28 |
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