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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED_RES | 2025-01-24 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2019 | 03/2022 |
| Skybridge Capital | New York | NY | 06/2016 | 08/2017 |
| Bitooda Technologies Llc | New York | NY | 03/2018 | 04/2018 |
| Tufts University | Medford | MA | 08/2014 | 05/2018 |
| Morgan Stanley Smith Barney Llc | New York | NY | 01/2019 | 05/2019 |
| Unemployed | Manhasset | NY | 05/2018 | 01/2019 |
| Unemployed | Manhasset | NY | 03/2022 | 07/2022 |
| Stifel, Nicolaus & Company, Incorporated | New York | NY | 08/2022 | 01/2025 |
| Morgan Stanley Smith Barney Llc | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-12 |
Reach out to this advisor