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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 | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-12 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 06/2021 | 12/2021 |
| Boy Scouts Of America | Tampa | FL | 09/2018 | 03/2021 |
| Westminster Oaks | Tallahassee | FL | 01/2018 | 07/2018 |
| Lowes | Pinellas Park | FL | 05/2017 | 08/2017 |
| Famu | Tallahassee | FL | 08/2016 | 05/2017 |
| Famu. | Tallahassee | FL | 08/2017 | 01/2018 |
| Charles Schwab & Co., Inc. | Temple Terrace | FL | 03/2022 | 11/2022 |
| Door Dash | Temple Terrace | FL | 03/2021 | 06/2021 |
| Morgan Stanley | Temple Terrace | FL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-06 |
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