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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 | 2025-10-15 |
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. | New York | NY | 07/2015 | 12/2024 |
| Park Avenue Securities , Llc | New York | NY | 12/2016 | 12/2024 |
| Guardian Life Insurance Company | New York | NY | 06/2024 | 12/2024 |
| Morgan Stanley Smith Barney Llc | New York | NY | 09/2025 | Present |
| Unemployed | New York | NY | 12/2024 | 09/2025 |
(1) 662875 - La Camera Della Salute LLC; Investment Related; New York, NY; Retail/Online Stores: Lifestyle brand/products, art, etc.; Sole Proprietor/Owner; Start July 2025; During business hours: 0; After business hours: 5; Sales/Marketing / Business Development/Growth / Check Signing /Funds Disbursements / Administrative: Accounting/Bookkeeping / Labor/Service. (2) 662881 - Freelance Affiliate Marketer for MOJADO Swim Brand; Not Investment Related; New York, NY; Retail/Online Stores: Other - Fashion/lifestyle brands; Freelance affiliate marketer ('influencer"); Start May 2025; During business hours: 0; After business hours: 5; Referrals: Sales/Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-22 |
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