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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-05 |
| TX | RA | APPROVED | 2023-04-17 |
| NY | RA | APPROVED | 2022-05-25 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
2000 Westchester Avenue, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 12/2015 | 10/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2016 | 10/2019 |
| Global X Management Company Llc | New York | NY | 10/2019 | 04/2022 |
| Foreside Fund Services, Llc | New York | NY | 11/2019 | 04/2022 |
| Morgan Stanley | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-31 |
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