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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 | 2026-06-22 |
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • 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 |
|---|---|---|---|---|
| Jefferies Llc | New York | NY | 04/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 02/2017 | 05/2017 |
| Learnvest | New York | NY | 06/2017 | 11/2019 |
| Northwestern Mutual Investment Services, Llc | New York | NY | 06/2018 | 11/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2018 | 11/2019 |
| Morgan Stanley | Melville | NY | 09/2025 | Present |
| Fiduciary Trust International | New York | NY | 11/2019 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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