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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 | 2023-03-06 |
| FL | RA | APPROVED | 2021-04-16 |
| GA | RA | APPROVED | 2021-03-08 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Private Bank Suisse | Geneva | 02/2018 | 06/2019 | |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2021 | Present |
| Awaiting For Usa Working Permits And Interviewing | Atlanta | GA | 07/2019 | 12/2020 |
| Continuing Fintech Digital Education In Between Projects | Buenos Aires | 04/2016 | 01/2018 | |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
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