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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 | 2025-06-13 |
| CT | RA | APPROVED | 2025-06-10 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Mill | SC | 05/2022 | 04/2025 |
| Agfirst Farm Credit Bank | Columbia | SC | 01/2022 | 05/2022 |
| Wingplace | Lexington | SC | 01/2022 | 01/2022 |
| University Of South Carolina - Columbia | Columbia | SC | 01/2022 | 01/2022 |
| University Of South Carolina - Columbia | Columbia | SC | 08/2019 | 05/2022 |
| Suny Westchester Community College | Valhalla | NY | 09/2018 | 05/2019 |
| Yorktown Central School District | Yorktown Heights | NY | 09/2005 | 06/2018 |
| Morgan Stanley | Greenwich | CT | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
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