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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 | 2025-11-13 |
| GA | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 10/2021 |
| Svr Realty Llc | Ponte Vedra Beach | FL | 07/2017 | 02/2021 |
| Crossview Realty | Mandarin | FL | 04/2016 | 07/2017 |
| Kids And Pros | Buford | GA | 06/2005 | 02/2021 |
| E*Trade Capital Management Llc | Alpharetta | GA | 11/2021 | 03/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 10/2021 | 03/2022 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2022 | 09/2023 |
| E*Trade Capital Management Llc | Alpharetta | GA | 03/2022 | 09/2023 |
| Morgan Stanley | Tampa | FL | 03/2023 | Present |
*587278 - Real Estate; Investment Related: No; Lawrenceville, Georgia; Real Estate; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 4; Real Estate Broker/Agent *616256 - RCX Sports; Investment related: No; Roswell, Georgia; Football camps, baseball camps, Pitch Hit and Run, Flag football, Non - profit events also; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 5; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-07 |
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