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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 | 2020-04-23 |
| OR | RA | APPROVED | 2017-04-25 |
Branch Locations
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 12/2016 | Present |
| Unemployed | Portland | OR | 08/2013 | 12/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
*624098 - Oregon Association of Minority Entreprenuers (OAME); Investment Related - No; PORTLAND, Oregon; Civic/Community; Board Member, Finance Committee,Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2025; During Business Hours: 2; After Business Hours: 4; Will work with the board to develop, approve, and support the organization's financial strategy. Review and approve budgets. Ensure that financial activities are conducted in line with organization's objectives and financial capabilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
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