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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 |
|---|---|---|---|
| HI | RA | APPROVED | 2025-10-22 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| CA | RA | APPROVED | 2016-10-06 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 07/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | Present |
1.UBER, INDEPENDENT CONTRACTOR; DRIVER; NOT INVESTMENT RELATED; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1; START August 2015 *371521 - Trust; Investment related: No; Trust; Trustee; Jun 2015; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
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