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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 | 2022-11-14 |
| NY | RA | APPROVED | 2022-11-10 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | New York | NY | 01/2011 | 11/2022 |
| J.P. Morgan Securities Llc | New York | NY | 10/2012 | 11/2022 |
| 4924 Whispering Way Llc | Fort Lauderdale | FL | 01/2019 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | Present |
*550233- Rental Property; Investment related-Yes; Oakhurst, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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