Best Investors
Account
Sign in
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 | 2024-01-23 |
| NY | RA | APPROVED | 2023-11-28 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. Llc | New York | NY | 09/2021 | 04/2023 |
| Bank Of America Private Bank | New York | NY | 09/2017 | 08/2021 |
| Trinity College | Hartford | CT | 09/2013 | 06/2017 |
| Morgan Stanley | New York | NY | 10/2023 | Present |
| Unemployment | New York | NY | 04/2023 | 10/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-20 |
Reach out to this advisor