Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-04 |
| TX | RA | APPROVED | 2025-04-04 |
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 |
|---|---|---|---|---|
| Tag Financial | New York | NY | 01/2017 | 04/2017 |
| J.P. Morgan Chase Bank, N.A. | New York | NY | 07/2018 | 07/2021 |
| St. Lawrence University | Canton | NY | 08/2014 | 05/2018 |
| Brian Keerweer Landscaping | Middletown | CT | 05/2017 | 08/2017 |
| J.P. Morgan Securities Llc | New York | NY | 07/2018 | 04/2025 |
| Unemployed | Middletown | CT | 06/2018 | 06/2018 |
| Morgan Stanley Smith Barney Llc | New York | NY | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
Reach out to this advisor