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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 | 2026-02-13 |
| MD | RA | APPROVED | 2025-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2021 | Present |
| Pride One - Contract With Morgan Stanley | Baltimore | MD | 07/2021 | 10/2021 |
| Crisp Health | Columbia | MD | 06/2020 | 06/2021 |
| Naylor Association Solutions | Hunt Valley | MD | 01/2020 | 04/2020 |
| Towson University | Towson | MD | 08/2017 | 05/2021 |
| Wootton High School | Rockville | MD | 08/2014 | 06/2017 |
| Country Club Of Maryland | Towson | MD | 04/2020 | 07/2020 |
| Clark Burger | Baltimore | MD | 07/2020 | 12/2020 |
| Founding Farmers | Potomac | MD | 06/2017 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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