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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-17 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | New York | NY | 05/2014 | 09/2017 |
| Morgan Stanley Smith Barney Llc | Purchase | NY | 09/2017 | 11/2025 |
| Steward Partners Global Advisory, Llc | Stamford | CT | 11/2025 | Present |
| Steward Partners Investment Solutions, Llc | Stamford | CT | 11/2025 | Present |
| Steward Partners Investment Advisory, Llc | Stamford | CT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-27 |
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