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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 | 2025-03-28 |
| TN | RA | APPROVED | 2025-03-25 |
Branch Locations
Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Knoxville | TN | 04/2024 | Present |
| Pilot Company | Knoxville | TN | 02/2023 | 04/2024 |
| Morgan Stanley | Knoxville | TN | 08/2021 | 01/2023 |
| Cedar Springs Presbyterian Church | Knoxville | TN | 01/2015 | 05/2023 |
| Hodges Doughty And Carson Law | Knoxville | TN | 07/2020 | 07/2021 |
| Bfra | Knoxville | TN | 05/2019 | 08/2020 |
| Concord Park Par 3 Golf Course | Knoxville | TN | 05/2018 | 05/2019 |
| Holidays On Ice | Knoxville | TN | 11/2018 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-24 |
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