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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 | 2024-02-16 |
| NY | RA | APPROVED | 2024-01-24 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 09/2022 | 04/2023 |
| Ubs | New York | NY | 06/2021 | 08/2021 |
| Birdies | San Francisco | CA | 05/2019 | 08/2019 |
| Unemployed | San Francisco | CA | 09/2010 | 08/2018 |
| Unemployed | Los Angeles | CA | 09/2019 | 12/2019 |
| Unemployed | Washington | DC | 09/2021 | 08/2022 |
| Unemployed | Los Angeles | CA | 09/2018 | 04/2019 |
| Unemployed | Washington | DC | 01/2020 | 06/2021 |
| Jpmorgan Securities Llc | New York | NY | 09/2022 | 04/2023 |
| Morgan Stanley | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-03 |
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