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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-17 |
| MN | RA | APPROVED | 2021-02-15 |
Branch Locations
8300 Norman Center Drive, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bloomington | MN | 10/2020 | Present |
| Rbc Wealth Managment | Minneapolis | MN | 06/2020 | 08/2020 |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2019 | 05/2020 |
| Rieds Dry Goods | Vancovuer | 06/2019 | 07/2019 | |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2018 | 05/2019 |
| Honest Juice | Vancouver | 06/2018 | 08/2018 | |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2017 | 05/2018 |
| Cyclone Taylor Sports | Vancouver | 06/2017 | 08/2017 | |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-13 |
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