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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 | 2025-09-15 |
| NY | RA | APPROVED | 2024-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2023 | Present |
| George Washington University | Washington | DC | 08/2019 | 05/2023 |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Chipotle | Los Angeles | CA | 11/2020 | 05/2021 |
| The Buckley School | Sherman Oaks | CA | 09/2016 | 05/2019 |
| Unemployed | Los Angeles | CA | 01/2013 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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