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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 | 2023-11-27 |
| NY | RA | APPROVED | 2023-02-28 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 06/2018 | 11/2018 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2018 | 11/2018 |
| Bentley University Athletic Department | Waltham | MA | 08/2016 | 04/2018 |
| Bentley University | Waltham | MA | 01/2016 | 12/2017 |
| Eaton Vance Management | Boston | MA | 11/2018 | 05/2022 |
| Eaton Vance Distributors, Inc. | Boston | MA | 11/2018 | 05/2022 |
| Morgan Stanley | New York | NY | 01/2023 | Present |
| Unemployed | Foxboro | MA | 06/2022 | 12/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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