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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 | 2014-07-17 |
| MD | RA | APPROVED | 2014-06-13 |
| DE | RA | APPROVED | 2014-02-01 |
Branch Locations
1201 Wills Street Suite 700, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 12/2012 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
*662116 - John Carroll School; Investment related: No; Bel Air, Maryland; Education; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-31 |
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