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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 | 2024-06-20 |
| WA | RA | APPROVED | 2024-06-17 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
601 Union Street, Two Union Square Rooms 3922-26, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Seattle | WA | 10/2022 | Present |
| Kaizen Financial Advisors | Kirkland | WA | 08/2021 | 10/2022 |
| Pitchbook Data | Seattle | WA | 04/2019 | 11/2020 |
| Morgan Stanley | Seattle | WA | 04/2018 | 03/2019 |
| Why Not You Foundation | Kirkland | WA | 06/2016 | 09/2016 |
| Mainspring Wealth Advisors | Bellevue | WA | 06/2016 | 09/2016 |
| Pottery Barn | Seattle | WA | 06/2017 | 03/2018 |
| The Slip Restaurant | Kirkland | WA | 11/2013 | 09/2016 |
| Unemployed | M/A | WA | 12/2020 | 08/2021 |
| Student - University Of Washington | Seattle | WA | 09/2015 | 06/2019 |
| Sand Point Golf And Country Club | Seattle | WA | 06/2016 | 12/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-17 |
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