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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 | 2023-08-11 |
| NE | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lincoln | NE | 08/2021 | Present |
| Country Club Of Lincoln | Lincoln | NE | 03/2018 | 12/2021 |
| Frontier Bank | Lincoln | NE | 11/2020 | 05/2021 |
| Woods Tennis Center | Lincoln | NE | 11/2018 | 03/2019 |
| Nebraska Wesleyan University | Lincoln | NE | 08/2019 | Present |
| Lincoln East High School | Lincoln | NE | 08/2015 | 05/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-13 |
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