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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 | 2025-01-07 |
| NJ | RA | APPROVED | 2022-08-15 |
| NY | RA | APPROVED | 2022-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2022 | Present |
| Northeastern University | Boston | MA | 09/2018 | 05/2022 |
| Goldman Sachs | New York | NY | 01/2021 | 06/2021 |
| Boston Consulting Group | Boston | MA | 01/2020 | 06/2020 |
| Gaber Group | New York | NY | 07/2019 | 08/2019 |
| J.P. Morgan | New York | NY | 07/2018 | 08/2018 |
| Midwood High School | Brooklyn | NY | 09/2014 | 06/2018 |
| Morgan Stanley & Co. Llc | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-15 |
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