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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED_RES | 2023-04-03 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco Ca | CA | 03/2018 | 03/2023 |
| Robert Half Staffing Company | San Francisco | CA | 09/2017 | 02/2018 |
| Special Olympics | Pleasant Hill | CA | 06/2017 | 08/2017 |
| Uc Davis | Davis | CA | 09/2013 | 06/2017 |
| Uc Davis Admissions | Davis | CA | 01/2016 | 06/2017 |
| First Republic Securities Company, Llc | San Francisco | CA | 07/2018 | 03/2023 |
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-03 |
Reach out to this advisor