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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 | 2020-09-16 |
| FL | RA | APPROVED | 2017-03-06 |
Branch Locations
2825 N. University Drive Suite 400, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coral Springs | FL | 12/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
| Church By The Sea | Fort Lauderdale | FL | 09/2015 | 05/2024 |
1. Singing; Not Investment related; Boca Raton, FL; Singing; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 25; singing in the choir
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-03 |
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