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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2023-04-27 |
| TX | RA | APPROVED | 2022-01-26 |
| GA | RA | APPROVED | 2022-01-10 |
Branch Locations
6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 01/2020 | 03/2021 |
| First Citizens Bank | Cary | NC | 04/2018 | 03/2021 |
| Unemployed | Cary | NC | 02/2018 | 04/2018 |
| Barnes & Noble | Burlington | NC | 11/2015 | 02/2018 |
| Morgan Stanley Smith Barney Llc | Chapel Hill | NC | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-04 |
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