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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-22 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 11/2024 | Present |
| Morgan Stanley | Baltimore | MD | 06/2021 | 06/2023 |
| Cre Analyst | Dallas | TX | 10/2020 | 12/2020 |
| Northwestern Mutual | Hunt Valley | MD | 06/2020 | 08/2020 |
| Heb | Pflugerville | TX | 04/2020 | 07/2020 |
| Citron | Pikesville | MD | 06/2018 | 08/2018 |
| Spunk Fitness | Essex | MD | 10/2017 | 12/2017 |
| Unemployed | Austin | TX | 09/2016 | 09/2017 |
| Cybersecurity Student | Tampa | FL | 07/2023 | 10/2024 |
| Student | Towson | MD | 01/2021 | 05/2021 |
| Student | College Park | MD | 01/2018 | 05/2018 |
| Student | Towson | MD | 09/2018 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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