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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 | 2022-02-07 |
| IL | RA | APPROVED | 2022-01-04 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 08/2021 | Present |
| Chipotle Mexican Grill | Oak Brook Terrace | IL | 02/2019 | 05/2021 |
| Mccain Foods | Oak Brook | IL | 06/2019 | 08/2019 |
| Yusen Logistics | Elk Grove Village | IL | 06/2018 | 08/2019 |
| Pirch | Elk Grove Village | IL | 01/2016 | 11/2017 |
| Illinois State University | Normal | IL | 08/2018 | 05/2020 |
| Harper College | Palatine | IL | 01/2018 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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