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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-30 |
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 | 08/2019 | 12/2023 |
| Park Hudson International | New York | NY | 01/2019 | 08/2019 |
| Mancini Smith Law | Columbus | OH | 11/2017 | 01/2019 |
| Omni One | Columbus | OH | 05/2016 | 08/2017 |
| E*Trade Securities, Llc | Columbus | OH | 10/2022 | 09/2023 |
| J.P. Morgan Securities Llc | Columbus | OH | 01/2024 | 10/2024 |
| Franklin County Clerk Of Courts | Columbus | OH | 08/2017 | 11/2017 |
| Morgan Stanley | Columbus | OH | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-27 |
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