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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 10/2020 | 09/2022 |
| Maple View Ice Cream | Hillsborough | NC | 08/2020 | 10/2020 |
| Swahili Coast | Wilmington | NC | 03/2019 | 11/2019 |
| The Office Of Transition Programs At U.N.C.W. | Wilmington | NC | 10/2017 | 01/2019 |
| The University Of North Carolina At Wilmington | Wilmington | NC | 08/2016 | 05/2020 |
| Fidelity Investments | Chesterfield | MO | 10/2022 | 07/2023 |
| Morgan Stanley | Atlanta | GA | 10/2024 | Present |
| American University | Washington | DC | 08/2023 | 05/2025 |
| Center For Leadership And Community Engagement At American Uni | Washington | DC | 08/2024 | 05/2025 |
| Jp Morgan Chase And Co | New York City | NY | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-14 |
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