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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 | 2025-04-25 |
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2024 | Present |
| Qoe Capital | New City | NY | 05/2023 | 11/2024 |
| Intercontinental Exchange | New York | NY | 01/2023 | 05/2023 |
| Bloomberg Lp | New City | NY | 06/2022 | 12/2022 |
| Binghamton University | Binghamton | NY | 08/2019 | 05/2022 |
| Schooling | New City | NY | 01/2014 | 07/2019 |
*623739- QOE Capital LLC; Investment related-Yes; New City, New York; Holding Company; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 2; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
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