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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 | 2023-05-31 |
| FL | RA | APPROVED | 2022-08-01 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Davie | FL | 03/2015 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Davie | FL | 02/2019 | 06/2022 |
| Morgan Stanley | Miami | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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