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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 | 2021-11-19 |
| IL | RA | APPROVED | 2021-09-27 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 07/2021 | Present |
| Morgan Stanley | Deerfield | IL | 06/2020 | 07/2021 |
| New Trier Feeder Baseball | Winnetka | IL | 05/2019 | 08/2019 |
| Winnetka Park District | Winnetka | IL | 05/2018 | 08/2018 |
| Kwba | Winnetka | IL | 05/2016 | 08/2018 |
| Depauw University | Greencastle | IN | 08/2017 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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