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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-12-07 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corinthian Partners, Llc | New York | NY | 01/2019 | 07/2020 |
| Pricewaterhouse Coopers | London | 09/2014 | 06/2017 | |
| Unemployed | London | 06/2017 | 01/2019 | |
| Morgan Stanley | Temple Terrace | FL | 11/2021 | Present |
| Rubicon Software Ltd | Guildford | 07/2020 | 11/2021 |
*468994 - Coach; Investment related-No; Tampa, Florida; Recreation, Sporting; Coach (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 8; Labor/Service *585904- Rental Property; Investment related: Yes; Wesley Chapel, Florida; Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 0.5; Property Management *644405 - Generous Amenities LLC; Investment Related - Yes; Tampa, Florida; Retail/Online Stores; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2025; During Business Hours: 0; After Business Hours: 8; Administrative, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-15 |
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