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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_RES | 2023-08-04 |
| GA | RA | APPROVED | 2023-07-24 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 05/2023 | Present |
| Woodhouse Capital Finance Llc | Woodstock | GA | 02/2023 | 05/2023 |
| Marcus & Millichap | Atlanta | GA | 10/2022 | 02/2023 |
| Matthews | Atlanta | GA | 03/2022 | 10/2022 |
| Ntt Ltd | Denver | CO | 05/2021 | 03/2022 |
| Comcentric | Denver | CO | 11/2020 | 05/2021 |
| Unemployed | Lakewood | CO | 06/2020 | 11/2020 |
| Miracorp | Lakewood | CO | 05/2018 | 06/2020 |
| Looking For Job Out Of College | Lakewood | CO | 01/2018 | 05/2018 |
| University Of Colorado Boulder | Boulder | CO | 08/2013 | 12/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
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