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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED_RES | 2024-07-31 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Miami | FL | 08/2021 | 07/2024 |
| Axos Bank | San Diego | CA | 07/2021 | 07/2021 |
| Serendipity Sales | Carlsbad | CA | 01/2021 | 06/2021 |
| Br Capital S.A | Santiago | 07/2020 | 09/2020 | |
| Unemployed | San Diego | CA | 10/2020 | 12/2020 |
| Unemployed | Santiago | 01/2010 | 06/2020 | |
| Full-Time Education | La Jolla | CA | 09/2017 | 07/2021 |
| Morgan Stanley | Miami | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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