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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 | 2025-01-19 |
| NY | RA | APPROVED | 2022-01-12 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homeadvisor | New York | NY | 10/2015 | 09/2018 |
| Self-Employed | Kendall Park | NJ | 09/2019 | 01/2020 |
| Liberty Mutual Insurance | Somerset | NJ | 05/2019 | 02/2020 |
| Millennium Insurance Agency (Allstate) | Woodbridge | NJ | 03/2020 | 08/2020 |
| Ingrassia Insurance Agency Inc (Geico) | Edison | NJ | 08/2020 | 05/2021 |
| Equitable Advisors Llc | New York | NY | 05/2021 | 12/2021 |
| Unemployed | Kendall Park | NJ | 10/2018 | 04/2019 |
| Morgan Stanley | New York | NY | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-20 |
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