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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_RES | 2023-10-02 |
| GA | RA | APPROVED | 2023-09-05 |
| VA | RA | APPROVED | 2023-09-05 |
Branch Locations
Glen Allen, VA • United States
3 Edison Drive, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 04/2015 | 09/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2017 | 09/2017 |
| E*Trade Capital Management Llc | Alpharetta | GA | 03/2017 | 09/2017 |
| Georgia State University | Atlanta | GA | 01/2017 | Present |
| Unemployed | Grayson | GA | 09/2016 | 12/2016 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2017 | 02/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2017 | 02/2020 |
| E*Trade Securities Llc | Atlanta | GA | 02/2020 | 06/2020 |
| E*Trade Capital Management Llc | Atlanta | GA | 02/2020 | 06/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 06/2020 | Present |
| Morgan Stanley | Alpharetta | GA | 01/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-11 |
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