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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-17 |
| TX | RA | APPROVED | 2025-07-17 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Darien | CT | 06/2017 | 08/2017 |
| Wesleyan University | Middletown | CT | 09/2013 | 05/2017 |
| G.REsearch, Llc | Rye | NY | 09/2017 | 12/2019 |
| Gamco Asset Management | Rye | NY | 02/2019 | 06/2021 |
| G.DIstributors,Llc | Rye | NY | 08/2020 | 06/2021 |
| J.P. Morgan Chase Bank, N.A. | New York | NY | 06/2021 | 07/2025 |
| J.P. Morgan Securities Llc | New York | NY | 06/2021 | 07/2025 |
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
Reach out to this advisor