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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 | 2025-10-23 |
| OH | RA | APPROVED | 2025-06-09 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 06/2020 | Present |
| Tailored Management | Columbus | OH | 12/2018 | 06/2020 |
| Sequoia Financial Services | Agoura Hills | CA | 03/2018 | 12/2018 |
| Ymca | Simi Valley | CA | 08/2017 | 03/2018 |
| Sports Plus Day Camp | Sherman Oaks | CA | 06/2014 | 12/2017 |
| Dietz Gilmore And Chasten | Sherman Oaks | CA | 01/2017 | 05/2017 |
| Target | Simi Valley | CA | 10/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
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