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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-01 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 10/2012 | 07/2022 |
| Morgan Stanley | New York | NY | 07/2022 | Present |
*687317- LVNC Holdings; Investment related: No; Springfield, New Jersey; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
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