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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-11 |
| TX | RA | APPROVED | 2026-03-11 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2020 | 05/2024 |
| Ef Institute | Denver | CO | 08/2018 | 04/2020 |
| University Of Colorado | Parker | CO | 06/2016 | 08/2018 |
| University Of Colorado | Denver | CO | 08/2014 | 05/2018 |
| Unemployed | Lone Tree | CO | 04/2020 | 09/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lone Tree | CO | 05/2024 | 02/2026 |
| Morgan Stanley | Greenwood Village | CO | 03/2026 | Present |
*683904 - DoorDash; Investment related- No; San Fransico, California; Restaurant/Bar/Nightclub; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 20; Food Delivery.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-01 |
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