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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 | 2024-05-21 |
| NJ | RA | APPROVED | 2023-11-08 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Paramus | NJ | 08/2023 | Present |
| Enfusion, Llc | New York | NY | 11/2021 | 08/2023 |
| Recharge Brewing Co. D/B/A Modern Chemical | Houston | TX | 05/2020 | 06/2021 |
| My Pizza Technologies D/B/A Slice | New York | NY | 06/2018 | 04/2020 |
| Washington And Lee University | Lexington | VA | 08/2013 | 05/2018 |
| Unemployed | New York | NY | 07/2021 | 10/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-06 |
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