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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 | 2022-01-24 |
| GA | RA | APPROVED | 2021-05-03 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
945 Broadway, Columbus, GA 31901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Columbus | GA | 12/2020 | 02/2021 |
| Samsara | Atlanta | GA | 02/2020 | 11/2020 |
| Stratosphere Quality | Atlanta | GA | 11/2015 | 01/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | Present |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-01 |
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