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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 | 2024-11-15 |
| FL | RA | APPROVED | 2024-11-14 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2017 | 10/2021 |
| Fairfield University | Fairfield | CT | 09/2013 | 05/2017 |
| Morgan Stanley | Miami | FL | 11/2024 | Present |
| Xenia Platform Inc. | Miami | FL | 11/2021 | 04/2023 |
| Xenia Platform Inc. | Miami | FL | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
* 618079 - Garden Warrior LLC; Investment related: No; Boca Raton, Florida; Recreation; Officer (proprietor, partner, officer, director, employee, trustee, agent); 1/2024; During business hours: 0; After business hours: 10; Labor/Service. * 570 - Bridge Prosperity LLC; Investment Related - Yes; Boca Raton, Florida; Consulting; Sales/Marketing (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 1; Sales/Marketing. *616779 - Xenia Platform Inc; Investment related: No; Miami, Florida; Technology; Co-Founder(proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 1; Referrals *710703 - Phantom Workflow; Investment related: No; Boca Raton, Florida; Consulting; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 20; Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
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