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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 | 2020-02-21 |
| GA | RA | APPROVED | 2020-01-30 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 10/2019 | Present |
| Morgan Stanley | Atlanta | GA | 05/2019 | 10/2019 |
| Emory University | Atlanta | GA | 08/2018 | 05/2019 |
| Advisor Group | Atlanta | GA | 06/2018 | 08/2018 |
| Emory University | Atlanta | GA | 08/2017 | 06/2018 |
| Amplify Trading | London | 06/2017 | 08/2017 | |
| Emory University | Atlanta | GA | 08/2016 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
*634139 - Emory University - Goizueta Business School; Investment related: No; Atlanta, Georgia; University Alumni Board; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 5/2025; During business hours: 0; After business hours: 2; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
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