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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2011-08-18 |
Branch Locations
100 North Tampa Street Suite 3000, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tampa | FL | 05/2011 | Present |
| Morgan Stanley Private Bank, N.A. | Tampa | FL | 03/2014 | Present |
*688411 - Somebody Cares Tampa Bay & Lightbearer Films; Investment related- No; Clearwater, Florida; Civic/Community, Religious; Artist/Actor - Contracted for Film project. (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 8; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-15 |
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