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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 | 2025-10-23 |
| PA | RA | APPROVED | 2025-09-26 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Blue Bell | PA | 09/2022 | Present |
| Cbre | West Conshohocken | PA | 08/2021 | 09/2022 |
| Eddie V's Prime Seafood (Darden Restaurant Group) | King Of Prussia | PA | 10/2018 | 10/2022 |
| Taphouse 23 | Bridgeport | PA | 01/2018 | 10/2018 |
| Sullivan's Steakhouse (Del Frisco's Restaurant Group-At Time) | King Of Prussia | PA | 01/2016 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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