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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 | 2020-09-17 |
| CA | RA | APPROVED | 2020-05-08 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 08/2018 | Present |
| Dibble & Dibble | Novato | CA | 01/2017 | 12/2017 |
| Nordstrom | Corte Madera | CA | 06/2016 | 09/2016 |
| Kimberly Rider Designs | San Rafael | CA | 02/2017 | 05/2017 |
| Deree The American College Of Greece | Athens | 09/2016 | 12/2016 | |
| Dominican University Of California | San Rafael | CA | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-08 |
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