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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 | 2021-09-17 |
| FL | RA | APPROVED | 2021-09-13 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Tampa | FL | 04/2021 | Present |
| Scott Marxer's State Farm | Poughkeepsie | NY | 06/2020 | 04/2021 |
| Eveready Diner | Hyde Park | NY | 06/2019 | 06/2020 |
| Dutchess County Regional Chamber Of Commerce | Poughkeepsie | NY | 06/2018 | 08/2018 |
| Eveready Diner | Hyde Park | NY | 10/2015 | 06/2019 |
| Dutchess Community College | Poughkeepsie | NY | 09/2015 | 05/2017 |
| State University Of New York At Oswego | Oswego | NY | 09/2017 | 05/2019 |
| E*Trade Securities Llc | Temple Terrace | FL | 01/2022 | 09/2023 |
*611545 - Rental Property; Investment related Yes; Tampa, Florida; Rental Property; Homeowner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 4; Owner of the duplex. I updhold landlord dutires to my tenant.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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