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 | 2022-12-22 |
Branch Locations
201 Main Street Suite 1500, Fort Worth, TX 76102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Dallas | TX | 07/2016 | 12/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 01/2019 | 07/2019 |
| Bank Of America, N.A. | San Antonio | TX | 02/2019 | 07/2019 |
| Morgan Stanley | San Antonio | TX | 08/2019 | 07/2021 |
| Morgan Stanley | Fort Worth | TX | 12/2022 | Present |
| Foundation Physical Therapy | Boerne | TX | 08/2021 | 04/2022 |
| Equinox | Dallas | TX | 05/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-30 |
Reach out to this advisor