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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 | 2020-04-08 |
| FL | RA | APPROVED | 2015-12-08 |
Branch Locations
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach Gardens | FL | 09/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
*627808 - Cognizant Classic in the Palm Beaches; Investment related: No; Ponte Vedra, Florida; Civic/Religious/Community:Recreation; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 3; After business hours: 0; Referrals:Business Development/Growth:Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-03 |
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