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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_RES | 2025-10-29 |
| UT | RA | APPROVED | 2025-10-28 |
Branch Locations
680 West 10000 South, South Jordan, UT 84095 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Salt Lake City | UT | 05/2021 | 08/2025 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 05/2021 | 08/2025 |
| Wells Fargo Bank | Salt Lake | UT | 01/2020 | 05/2021 |
| Wells Fargo Advisors | Salt Lake | UT | 10/2018 | 01/2020 |
| Wells Fargo Bank | Salt Lake | UT | 10/2017 | 10/2018 |
| Fedex Office | Salt Lake | UT | 03/2016 | 10/2017 |
| Morgan Stanley | South Jordan | UT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-06 |
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