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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 | 2020-06-10 |
| GA | RA | APPROVED | 2017-10-19 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Athens | GA | 08/2012 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2015 | 03/2017 |
| Northwestern Mutual Investment Services Llc | Atlanta | GA | 03/2017 | 08/2017 |
| Kasey Gartner | Atlanta | GA | 03/2017 | 08/2017 |
| Morgan Stanley | Atlanta | GA | 09/2017 | Present |
*693289 - Katie Douglas Designs; Investment Related - No; Marietta, Georgia; Art/Culture; it is not an official entitiy. i just post pictures of my art on Facebook Marketplace and Instagram. (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2026; During Business Hours: 0; After Business Hours: 10; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
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