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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 | 2022-08-29 |
| TX | RA | APPROVED | 2022-08-04 |
Branch Locations
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | New York | NY | 07/2021 | 04/2022 |
| Morgan Stanley Wealth Management | Tampa Bay | FL | 06/2020 | 08/2020 |
| Bryant University | Smithfield | RI | 08/2017 | 05/2021 |
| Unemployed | South Boston | MA | 05/2021 | 07/2021 |
| Scituate High School | Scituate | MA | 09/2012 | 08/2017 |
| Morgan Stanley | Tampa | FL | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-02 |
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