Best Investors
Account
Sign in
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 | 2021-05-20 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Fargo | ND | 07/2015 | 11/2016 |
| Northland Securities, Inc | Minneapolis | MN | 12/2016 | 01/2018 |
| Piper Jaffray | Minneapolis | MN | 01/2018 | 03/2021 |
| Morgan Stanley | New York | NY | 03/2021 | Present |
| E*Trade Securities, Llc | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-10-07 |
Reach out to this advisor