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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-19 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| CT | RA | APPROVED | 2016-06-02 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | New York | NY | 09/2015 | Present |
1. *428720 - PillGram / Health Doctors; Investment related: Yes; Red Bank, New Jersey; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 4; Accounting/Bookkeeping 2. *539433 - Rental Property; Investment related Yes; Red Bank, New Jersey; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 2; Property Management. 3. *585097- Ruane General Fund LLC; Investment related: Yes; Red Bank, New Jersey; Investment/Finance/Banking; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 1; After business hours: 39; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-01 |
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