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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 | 2026-05-08 |
| NY | RA | APPROVED | 2026-04-06 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Brooklyn | NY | 08/2025 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Brooklyn | NY | 08/2025 | 09/2025 |
| Powerhouse Gym | Old Bridge | NJ | 01/2025 | 08/2025 |
| Morgan Stanley | New York | NY | 06/2019 | 08/2019 |
| Morgan Stanley | New York | NY | 08/2018 | 08/2018 |
| Morgan Stanley | New York | NY | 06/2023 | 07/2023 |
| Old Bridge Llc Frank Catania Jr | Old Bridge | NJ | 04/2023 | 05/2024 |
| Cpa Advisory Group Llc | Staten Island | NY | 01/2025 | 04/2025 |
| Unemployed | Staten Island | NY | 08/2015 | 07/2018 |
| Unemployed | Staten Island | NY | 09/2018 | 05/2019 |
| Unemployed | Staten Island | NY | 09/2019 | 03/2023 |
| Unemployed | Staten Island | NY | 06/2024 | 12/2024 |
| Morgan Stanley | New York | NY | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-06 |
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