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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-20 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2016-12-14 |
Branch Locations
50 A1A North, Suite 112, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Ponte Vedra Beach | FL | 05/2013 | 09/2016 |
| Morgan Stanley | Jacksonville | FL | 12/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2016 | Present |
1. Real Estate; Investment related Yes; Vedra beach, FL; Real Estate Investments; Owner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0.5. 2. Isagenix; Not Investment related; GILBERT AZ; DIRECT SALES OF NUTRITIONAL PRODUCTS; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Mar 2016; During business hours: 0; After business hours: 0.1; DIRECT SALES. 3. AURORA AND ASSOCIATES INTERNATIONAL, LLC; Investment related; PONTE VEDRA BEACH, FL; REAL ESTATE HOLDINGS AND MANAGEMENT; PRESIDENT (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 0.5; BUSINESS OWNERSHIP *480365- Exit Planning Institute; Investment related No; Westlake, Ohio; Professional Trade Organization; Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 1; After business hours: 0; Continuing Education Credits
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-12 |
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