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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-25 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
3 Edison Drive, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 01/2019 | 08/2019 |
| Publix Supermarket | Sandy Springs | GA | 10/2013 | 01/2019 |
| E*Trade Securities Llc | Alpharetta | GA | 08/2019 | 03/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 03/2020 | 07/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 07/2020 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 01/2023 | 09/2023 |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
*638700- All my children Academy LLC; Investment related-Yes; Atlanta, Georgia; I am interested in opening a daycare with my two partners. I was added to the LLC on 4/30/2025. The LLC was just established but we do not have a location yet.; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 15; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-25 |
Reach out to this advisor