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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 | 2020-04-23 |
| CA | RA | APPROVED | 2019-07-31 |
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 | 07/2018 | Present |
| Marcus & Millichap | Palo Alto | CA | 07/2017 | 11/2017 |
| Talentrocket | London | 10/2016 | 12/2016 | |
| Santa Clara University | Santa Clara | CA | 09/2014 | 06/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
*518437- DJ; Investment related-No; San Francisco, California; Recreation; Other (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 5; Customer Service *697419- Troy Griepp LLC; Investment related - Yes; San Francisco, California; Investment/Finance/Banking; Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 1; Administrative:Accounting/Bookkeeping:Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-31 |
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