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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-09 |
| TX | RA | APPROVED | 2025-06-09 |
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 |
|---|---|---|---|---|
| Laidlaw Company | New York | NY | 09/2017 | 10/2018 |
| The University Of Tampa | Tampa | FL | 08/2016 | 08/2017 |
| Unemployed | New York | NY | 10/2018 | 07/2019 |
| Morgan Stanley | Latham | NY | 07/2019 | 02/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 02/2022 |
| Goldman Sachs & Co. Llc | New York | NY | 02/2022 | 05/2025 |
| Morgan Stanley | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-14 |
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