Best Investors Account Sign in

Andre K Woods

Morgan Stanley

New York, NY

CRD 7435158

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-09-26
TX RA APPROVED 2024-09-06
WA RA APPROVED 2024-07-04
  • NY RA
    APPROVED
    Since 2024-09-26
  • TX RA
    APPROVED
    Since 2024-09-06
  • WA RA
    APPROVED
    Since 2024-07-04

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 09/2021 Present
Unemployed Tacoma WA 01/2013 04/2018
University Of Washington Tacoma WA 04/2018 06/2019
Unemployed Tacoma WA 04/2019 01/2020
Opus Bank Tacoma WA 01/2020 10/2020
Key Bank Tacoma WA 10/2020 01/2021
Unemployed Tacoma WA 01/2021 04/2021
Davies Pearson, P.C. Tacoma WA 04/2021 07/2021
Unemployed Tacoma WA 07/2021 09/2021
  • 09/2021 → Present
    Morgan Stanley
    New York, NY
  • 01/2013 → 04/2018
    Unemployed
    Tacoma, WA
  • 04/2018 → 06/2019
    University Of Washington
    Tacoma, WA
  • 04/2019 → 01/2020
    Unemployed
    Tacoma, WA
  • 01/2020 → 10/2020
    Opus Bank
    Tacoma, WA
  • 10/2020 → 01/2021
    Key Bank
    Tacoma, WA
  • 01/2021 → 04/2021
    Unemployed
    Tacoma, WA
  • 04/2021 → 07/2021
    Davies Pearson, P.C.
    Tacoma, WA
  • 07/2021 → 09/2021
    Unemployed
    Tacoma, WA
Other Businesses

*457079 - Trust; Investment related -Yes; Tacoma, Washington; 01/2021; During business hours: 0; After business hours: 2

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-03
  • S66 Uniform Combined State Law Examination
    2024-07-03

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor