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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 | 2022-02-01 |
| FL | RA | APPROVED | 2022-01-24 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 10/2021 | Present |
| Charter Schools Usa | Fort Lauderdale | FL | 07/2018 | 10/2021 |
| Sylvan Learning Center | Tampa | FL | 01/2017 | 01/2019 |
| Pasco County School District | Land O Lakes | FL | 03/2017 | 05/2018 |
| School District Of Hillsborough County | Tampa | FL | 07/2016 | 01/2017 |
| E*Trade Securities Llc | Temple Terrace | FL | 09/2022 | 09/2023 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 09/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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