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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 | 2023-12-11 |
| IL | RA | APPROVED | 2023-11-20 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 04/2023 | Present |
| University Of Georgia- Office Of Global Engagement | Athens | GA | 05/2022 | 03/2023 |
| Jittery Joe's Coffee | Athens | GA | 08/2021 | 08/2022 |
| Condor Chocolates | Athens | GA | 01/2021 | 01/2022 |
| Morgan Stanley | Chapel Hill | NC | 05/2021 | 08/2021 |
| The Place | Athens | GA | 08/2020 | 12/2020 |
| Namu | Durham | NC | 01/2019 | 08/2020 |
| Stoneridge/Sedgefield Swim And Racquet Club | Chapel Hill | NC | 05/2016 | 08/2017 |
| East Chapel Hill Highschool | Chapel Hill | NC | 04/2013 | 05/2019 |
| University Of Georgia | Athens | GA | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-20 |
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