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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 | 2024-10-25 |
| TX | RA | APPROVED_RES | 2024-10-25 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho | NY | 03/2018 | 10/2024 |
| Boston College | Chestnut Hill | MA | 09/2013 | 12/2017 |
| Manufacturing Consortium Of Long Island | Hauppauge | NY | 05/2017 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 06/2016 | 01/2017 |
| Bank Of America, N.A. | Jericho | NY | 09/2021 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Melville | NY | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-24 |
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