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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 | 2026-04-24 |
| NY | RA | APPROVED | 2026-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Private Investments, Inc. | New York | NY | 05/2025 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2017 | 03/2026 |
| Saint Joseph's University (Pa) | Philadelphia | PA | 08/2013 | 05/2017 |
| Unemployed | New York | NY | 06/2017 | 07/2017 |
| J.P.MOrgan Wealth Management Solutions Inc. | New York | NY | 10/2025 | 03/2026 |
| Morgan Stanley | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-22 |
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