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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-25 |
| TX | RA | APPROVED | 2026-02-19 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 08/2021 | 08/2025 |
| Family Eye Center | Pueblo | CO | 05/2020 | 08/2021 |
| B Street Cafe | Pueblo | CO | 05/2021 | 08/2021 |
| H&M | Scottsdale | AZ | 03/2020 | 03/2020 |
| Runyon Sports Complex | Pueblo | CO | 03/2019 | 08/2019 |
| Pueblo West High School | Pueblo West | CO | 08/2015 | 06/2019 |
| Arizona State University | Tempe | AZ | 08/2019 | 08/2021 |
| Rcs Buybacks | Scottsdale | AZ | 03/2018 | 08/2019 |
| Bonfire Financial Llc | Colorado Springs | CO | 08/2025 | 09/2025 |
| Unemployed | Pueblo | CO | 09/2025 | 02/2026 |
| Morgan Stanley | Gilbert | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-13 |
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