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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-06-24
NY RA APPROVED 2024-06-21
TX RA APPROVED 2024-06-21
  • NJ RA
    APPROVED
    Since 2024-06-24
  • NY RA
    APPROVED
    Since 2024-06-21
  • TX RA
    APPROVED
    Since 2024-06-21

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • United States

55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States

Tinton Falls, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 06/2020 05/2024
Fireside Grill And Bar Marlboro NJ 05/2015 05/2020
Caffe Gelato Newark DE 09/2016 04/2020
University Of Delaware Newark DE 08/2016 05/2020
Amazon Robbinsville NJ 03/2020 04/2020
Bank Of America, N.A. Pennington NJ 08/2021 05/2024
Morgan Stanley New York NY 06/2024 Present
  • 06/2020 → 05/2024
    Pennington, NJ
  • 05/2015 → 05/2020
    Fireside Grill And Bar
    Marlboro, NJ
  • 09/2016 → 04/2020
    Caffe Gelato
    Newark, DE
  • 08/2016 → 05/2020
    University Of Delaware
    Newark, DE
  • 03/2020 → 04/2020
    Amazon
    Robbinsville, NJ
  • 08/2021 → 05/2024
    Bank Of America, N.A.
    Pennington, NJ
  • 06/2024 → Present
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-03
  • S66 Uniform Combined State Law Examination
    2021-06-03
Other Names
  • Ryan Goodwin
  • Ryan Michael Goodwin

View on SEC IAPD

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