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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 | 2023-02-16 |
| SC | RA | APPROVED | 2017-09-22 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | SC | 08/2017 | Present |
| Jpmorgan Chase Bank N.A. | New York | NY | 07/2014 | 06/2017 |
| J.P. Morgan Securities Llc | New York | NY | 07/2014 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-19 |
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