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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-10 |
| TX | RA | APPROVED_RES | 2025-03-07 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Miami | FL | 02/2016 | 03/2021 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 04/2021 | 02/2022 |
| Ubs Financial Services Inc. | Miami | FL | 02/2022 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 03/2025 | Present |
*634507- Casablanca Elite Adult Care LLC; Investment related: Yes; Plantation, Florida; Real Estate:Hospital/Healthcare:Rental Property; Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 8; Property Management *634508- Casablanca Elite Adult Care II LLC; Investment related: Yes; Coral Springs, Florida; Elder Care:Real Estate:Rental Property; Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 0; After business hours: 4; Property Management *634509- Ohlvana Creative LLC; Investment related: Yes; Miami, Florida; Rental Property; Member (proprietor, partner, officer, director, employee, trustee, agent);03/2025; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-18 |
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