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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-10-04 |
| NY | RA | APPROVED | 2024-08-24 |
| TX | RA | APPROVED | 2024-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Unemployment | Mechanicsburg | PA | 01/2014 | 08/2020 |
| Sentinel Technology | Harrisburg | PA | 08/2020 | 11/2020 |
| Morgan Stanley | Camp Hill | PA | 06/2021 | 08/2021 |
| Morgan Stanley | Los Angeles | CA | 06/2022 | 08/2022 |
| Morgan Stanley | New York City | NY | 06/2023 | 08/2023 |
| University Of Illinois | Urbana | IL | 08/2019 | 08/2021 |
| Pennsylvania State University | University Park | PA | 08/2021 | 12/2022 |
| University Of Illinios | Urbana | IL | 03/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
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