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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2019-05-20 |
| CA | RA | APPROVED | 2014-11-06 |
| TX | RA | APPROVED_RES | 2012-03-19 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
225 South 6Th Street, Minneapolis, MN 55402 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Minneapolis | MN | 05/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*437286 - Bear Unlimited LLC; Investment related - Yes; San Francisco, California; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 3; Administrative, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-09 |
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