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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 | 2026-05-06 |
| NY | RA | APPROVED | 2026-04-28 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scarsdale Youth Lacrosse Association | Scarsdale | NY | 09/2011 | 06/2024 |
| Ubs Financial Services, Inc. | White Plains | NY | 03/2015 | 04/2026 |
| Morgan Stanley Smith Barney Llc | Purchase | NY | 04/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-30 |
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