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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 | 2026-08-18 |
| TX | RA | APPROVED | 2020-02-21 |
| NJ | RA | APPROVED | 2018-03-26 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Paramus | NJ | 06/2016 | 03/2018 |
| Bank Of America, N.A. | Paramus | NJ | 08/2016 | 03/2018 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 03/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
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