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Perry A Hopper

Morgan Stanley

Purchase, NY

CRD 5938658

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-09-15
CT RA APPROVED 2025-08-21
NY RA APPROVED 2025-08-21
  • TX RA
    APPROVED
    Since 2025-09-15
  • CT RA
    APPROVED
    Since 2025-08-21
  • NY RA
    APPROVED
    Since 2025-08-21

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Stamford CT 06/2014 12/2017
Callan Llc Denver CO 04/2018 05/2025
Morgan Stanley Purchase NY 06/2025 Present
Unemployed Stamford CT 12/2017 04/2018
  • 06/2014 → 12/2017
    Ubs
    Stamford, CT
  • 04/2018 → 05/2025
    Callan Llc
    Denver, CO
  • 06/2025 → Present
    Morgan Stanley
    Purchase, NY
  • 12/2017 → 04/2018
    Unemployed
    Stamford, CT
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-08-28
  • S63 Uniform Securities Agent State Law Examination
    2025-08-28
Designations
  • Chartered Financial Analyst
Other Names
  • Perry Alexander Hopper
  • Perry Alexander Duval Hopper

View on SEC IAPD

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