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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_RES | 2025-04-05 |
| FL | RA | APPROVED | 2024-09-09 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Genesis Investment Advisors Llc | Coral Gables | FL | 10/2017 | 12/2022 |
| Full-Time Education | Miami | FL | 01/2010 | 10/2017 |
| Morgan Stanley | Miami | FL | 08/2024 | Present |
| Royal Bank Of Canada | Working Remote | FL | 11/2022 | 04/2024 |
| Unemployed | Miami | FL | 04/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-10 |
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