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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-28 |
| TX | RA | APPROVED | 2024-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2020 | Present |
| Bank Of America Merrill Lynch | Great Neck | NY | 06/2018 | 08/2018 |
| North Hempstead Country Club | Port Washington | NY | 06/2012 | 08/2018 |
| Villanova University | Villanova | PA | 08/2015 | 05/2019 |
| Sands Point Golf Club | Port Washington | NY | 05/2019 | 10/2019 |
| Michael Page / Morgan Stanley | New York | NY | 10/2019 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-25 |
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