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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 | 2024-11-08 |
| AZ | RA | APPROVED | 2024-10-30 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 08/2019 | 08/2020 |
| Randstad | Scottsdale | AZ | 02/2019 | 07/2019 |
| Union Bank | Tirana | 03/2018 | 11/2018 | |
| Unemployed | Tirana | 08/2017 | 03/2018 | |
| Allan Lloyds | Tirana | 07/2017 | 08/2017 | |
| Unemployed | Tirana | 03/2017 | 07/2017 | |
| Brunel University Of London | Uxbridge | 01/2016 | 03/2017 | |
| Morgan Stanley | Gilbert | AZ | 09/2024 | Present |
| Unemployed | Tirana | 08/2020 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-14 |
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