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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 | 2017-05-16 |
| FL | RA | APPROVED | 2015-01-14 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • 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 | Miami | FL | 01/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
Rental Property; Investment related; Medley, Fl; Rental; Sole Proprietor / Owner / Partner; 05/2017; During business hours: 0, After business hours: 0 *593361 - Veramar view LLC ; Investment related - Yes ; Marco Island,Florida ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2025 ; During business hours : 0 ; After business hours : 0 ; Occasional Rental or a second home
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-25 |
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