Best Investors
Account
Sign in
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 | 2023-04-21 |
| NY | RA | APPROVED | 2023-04-15 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2022 | Present |
| Villanova University | Villanova | PA | 09/2019 | 05/2021 |
| Willow Ridge Country Club | Harrison | NY | 05/2019 | 05/2020 |
| Lf | Greenwich | CT | 01/2017 | 08/2018 |
| Harrison Recreation | Harrison | NY | 05/2016 | 08/2018 |
| Villanova University | Villanova | NY | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
Reach out to this advisor