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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-03-14 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| WA | RA | APPROVED | 2011-09-01 |
Branch Locations
555 California Street, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | San Francisco | CA | 06/2011 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2022 |
| Morgan Stanley & Co., Llc | San Francisco | CA | 03/2022 | Present |
*501762 - Rental Property; Investment related Yes; Seattle, Washington; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 2; approve tenants, set rental rate, approrve structural improvements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-31 |
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