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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-13 |
Branch Locations
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
Ballston Tower 671 N. Glebe Road, Arlington, VA 22203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Advisors, Llc | Fairport | NY | 10/2020 | 10/2023 |
| Manning & Napier Investor Services, Inc. | Fairport | NY | 11/2020 | 10/2023 |
| Monroe County Office Of Probation - Community Corrections | Rochester | NY | 05/2020 | 09/2020 |
| U.S. House Of Representatives | Rochester | NY | 06/2019 | 05/2020 |
| Unemployed | Glenmont | NY | 02/2019 | 05/2019 |
| Policy Research Associates, Inc. | Delmar | NY | 04/2017 | 02/2019 |
| Monroe Community College | Rochester | NY | 01/2016 | 02/2017 |
| Unemployed | Rochester | NY | 02/2017 | 04/2017 |
| Monroe Community College | Rochester | NY | 01/2016 | 12/2016 |
| Missionsquare Investment Services | Washington | DC | 10/2023 | 02/2024 |
| Missionsquare Retirement | Washington | DC | 10/2023 | 02/2024 |
| D.A. Davidson & Co. | Washington | DC | 02/2024 | 05/2024 |
| Morgan Stanley | Arlington | VA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-03 |
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