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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 | 2025-12-18 |
| NY | RA | APPROVED | 2022-06-28 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Jersey State Parks System | Hewitt | NJ | 06/2016 | 03/2021 |
| Ferrigno Financial | Washingtonville | NY | 04/2021 | 05/2022 |
| Fsc Securities | Washingtonville | NY | 07/2021 | 05/2022 |
| State University Of New York College At Oneonta | Oneonta | NY | 08/2016 | 05/2020 |
| Morgan Stanley | New York | NY | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-21 |
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