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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED | 2024-04-08 |
| WA | RA | APPROVED | 2024-04-08 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 09/2014 | 12/2023 |
| Bank Of America, N.A. | The Woodlands | TX | 02/2015 | 12/2023 |
| Morgan Stanley | Oklahoma City | OK | 03/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
*588745 - Lyft; Investment related No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2018 ; During business hours: 0; After business hours: 5; Labor/Service *694697- Self owned rental property (Former residence); Investment related: Yes; Austin, Texas; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-04 |
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