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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-03 |
| NJ | RA | APPROVED | 2022-09-09 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2018-09-27 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 07/2016 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | 09/2018 |
| Morgan Stanley Smith Barney Llc | West Conshohocken | PA | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
Reach out to this advisor