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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-12 |
| AZ | RA | APPROVED | 2023-09-05 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 05/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2016 | 07/2023 |
| Etrade Securities Llc | Gilbert | AZ | 07/2023 | 09/2023 |
| Morgan Stanley | Gilbert | AZ | 09/2023 | 09/2023 |
| Morgan Stanley | Scottsdale | AZ | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
Reach out to this advisor