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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 | 2020-05-05 |
| OH | RA | APPROVED | 2019-06-06 |
Branch Locations
4449 Easton Way Suite 300, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 08/2018 | Present |
| Ohio Public Employees Retirement System | Columbus | OH | 07/2010 | 08/2018 |
1. Ohio University; Not investment related; Athens, OH; Adjunct Professor; Independent Contractor; 01/2019; During business hours: 0; After business hours: 10 2. *354974 - City of Gahanna Civil Service Commission; Investment related - No; Gahanna, Ohio; Government; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 0.25. *515801 - Columbus State Community College; Investment related: No; Columbus, Ohio; Education; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 15; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-06 |
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