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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 | 2026-03-20 |
| NY | RA | APPROVED | 2022-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Novo Nordisk | Plainsboro | NJ | 06/2018 | 08/2018 |
| Kforce | Boston | MA | 06/2019 | 08/2019 |
| Equitable Advisors, Llc | New York | NY | 08/2020 | 03/2022 |
| Christ The King School Followed By Immaculata High School | Hillsborough | NJ | 08/2010 | 05/2018 |
| Boston University | Boston | MA | 09/2018 | 05/2019 |
| Boston University | Boston | MA | 09/2019 | 06/2020 |
| Unemployed | Boston | MA | 06/2020 | 08/2020 |
| Morgan Stanley | New York | NY | 09/2022 | Present |
| Unemployed | New York | NY | 04/2022 | 09/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-06 |
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