Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-03 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens Investor Services | Raleigh | NC | 09/2018 | 06/2019 |
| First Citizens Bank | Hilton Head | SC | 01/2018 | 06/2019 |
| Central Church | Hilton Head | SC | 11/2017 | 01/2018 |
| Unemployed | Hilton Head | SC | 01/2017 | 11/2017 |
| Sun Trust Bank | Hilton Head | SC | 05/2014 | 12/2016 |
| Wells Fargo Bank, Na | Boca Raton | FL | 10/2019 | 07/2020 |
| Wells Fargo Clearing Services, Llc | Boca Raton | FL | 11/2019 | 07/2020 |
| Unemployed | Boca Raton | FL | 07/2019 | 09/2019 |
| First Citizens Investor Services | Raleigh | NC | 08/2021 | 09/2023 |
| Unemployed | Bluffton | SC | 08/2020 | 09/2020 |
| Publix | Hilton Head | SC | 10/2020 | 12/2020 |
| Cpm Federal Credit Union | Beaufort | SC | 01/2021 | 07/2021 |
| First Citizens Bank | Bluffton | SC | 07/2021 | 09/2023 |
| First Citizens Investor Services | Raleigh | NC | 09/2023 | 06/2024 |
| First Citizens Bank | Charlotte | NC | 09/2023 | 06/2024 |
| First Citizens Investor Services | Raleigh | NC | 06/2024 | 11/2024 |
| First Citizens Investor Services | Raleigh | NC | 11/2024 | 12/2025 |
| First Citizens Bank | Charlotte | NC | 11/2024 | 12/2025 |
| Morgan Stanley | Charlotte | NC | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-03 |
Reach out to this advisor