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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 | 2025-04-14 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2021 | 03/2024 |
| Loyola College Of Maryland | Baltimore | MD | 08/2014 | 05/2018 |
| Nextjump | New York | NY | 10/2018 | 11/2018 |
| National Debt Relief | New York | NY | 11/2018 | 03/2020 |
| Unemployed | Rockville Centre | NY | 04/2020 | 05/2021 |
| The Benjamin Companies | Rockville Centre | NY | 07/2017 | 08/2017 |
| Unemployed | Rockville Centre | NY | 05/2018 | 10/2018 |
| American College Of Greece | Athens | 01/2017 | 05/2017 | |
| Morgan Stanley | Purchase | NY | 03/2025 | Present |
| Unemployed | Rockville Centre | NY | 03/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-26 |
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