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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East West Bank | City Of Industry | CA | 03/2024 | 10/2024 |
| Unemployment | Los Angeles | CA | 07/2023 | 03/2024 |
| East West Bank | City Of Industry | CA | 08/2021 | 07/2023 |
| Bank Of America | Alhambra | CA | 10/2019 | 08/2021 |
| East West Bank | Arcadia | CA | 11/2018 | 10/2019 |
| Acuiderm Skin & Cosmetic Surgery Center | Flushing | NY | 04/2018 | 11/2018 |
| Unemployment | New York | NY | 06/2014 | 04/2018 |
| Cetera Investment Services Llc | City Of Industry | CA | 06/2024 | 10/2024 |
| Cetera Investment Advisers Llc | City Of Industry | CA | 09/2024 | 10/2024 |
| Morgan Stanley | San Francisco | CA | 04/2025 | Present |
| Unemployment | Los Angeles | CA | 10/2024 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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