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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| NJ | RA | APPROVED | 2015-10-22 |
Branch Locations
50 Fountain Plaza Key Tower North, Buffalo, NY 14202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarence Soccer Club | Clarence | NY | 06/2003 | Present |
| Morgan Stanley | Buffalo | NY | 09/2015 | Present |
| The Jake Inc | Kenmore | NY | 07/2015 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | Present |
(1) 06/14/2013: CLARENCE SOCCER CLUB - SOCCER COACH - 5% OF TIME SPENT - SOCCER COACH AND CAMP INSTRUCTOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-21 |
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