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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-17 |
| NY | RA | APPROVED | 2022-04-01 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bucknell University | Lewisberg | PA | 08/2014 | 05/2018 |
| Unemployed | Dresher | PA | 05/2018 | 09/2018 |
| Pnc Equipment Finance | Horsham | PA | 05/2017 | 08/2017 |
| Axa Advisors, Llc. | New York | NY | 11/2018 | 05/2019 |
| J.P. Morgan Securities Llc | New York | NY | 05/2019 | 03/2022 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2019 | 03/2022 |
| Axa Advisors, Llc. | Dresher | PA | 09/2018 | 11/2018 |
| Morgan Stanley | New York | NY | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
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