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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 | 2020-04-01 |
| CA | RA | APPROVED | 2020-03-12 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 02/2019 | Present |
| Stajnia Victoria | Lagiewniki | 08/2012 | 04/2017 | |
| Skyline College | San Bruno | CA | 09/2014 | 05/2017 |
| San Jose State University | San Jose | CA | 05/2017 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2022 | Present |
*401631 - Lavish Impulse, LLC; Investment related Yes; San Francisco , California; Consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2020; During business hours: 0; After business hours: 10;Labor/Service, Customer Service, Administrative, Accounting/Bookkeeping, Business Development/Growth, Sales/Marketing *252 - AMJ Body Art Studio; Investment related: Yes; Poland; Recreation; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 4; Step in on as needed basis to help with operations and support my sister in creative ideas, management in very limited capacity
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-12 |
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