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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_RES | 2024-12-13 |
| IL | RA | APPROVED | 2024-12-12 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Chicago | IL | 11/2015 | 12/2024 |
| Morgan Stanley Smith Barney Llc | Chicago | IL | 12/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
*621342 - A3 Realty LLC; Investment related: Yes; Dearborn, Michigan; Rental Property:Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 12/2022; uring business hours: 0; After business hours: 2; Property Management: Sale and Purchase *660662 - Real Estate; Investment related: Yes; Tinley Park, Illinois; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1; Real Estate Broker/Agent, Property Management *691161- A5 Family LLC; Investment related: Yes; Dearborn, Michigan; Rental Property:Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Property Management:Other Sale and Purchase
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-29 |
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