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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-10 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 02/2025 | Present |
| Island Harvest | Bethpage | NY | 01/2018 | 03/2018 |
| Morgan Stanley | Jericho | NY | 06/2021 | 08/2021 |
| Morgan Stanley | Garden City | NY | 06/2022 | 08/2022 |
| Injured | Jericho | NY | 05/2023 | 09/2023 |
| Binghamton University | Binghamton | NY | 08/2020 | 06/2021 |
| Binghamton University | Binghamton | NY | 08/2021 | 06/2022 |
| Binghamton University | Binghamton | NY | 08/2022 | 06/2023 |
| Binghamton University | Jericho | NY | 08/2023 | 06/2024 |
| Unemployed | Jericho | NY | 01/2015 | 06/2021 |
| Unemployed | Jericho | NY | 06/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-16 |
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