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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 | 2023-01-27 |
| CA | RA | APPROVED | 2023-01-21 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 08/2022 | Present |
| Janney Montgomery Scott Llc | Osterville | MA | 06/2021 | 08/2021 |
| Syracuse University | Syracuse | NY | 08/2018 | 05/2022 |
| St. Ignatius College Preparatory | San Francisco | CA | 08/2014 | 06/2018 |
| Tiburon Peninsula Club | Tiburon | CA | 03/2017 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-20 |
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