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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_RES | 2024-10-25 |
| FL | RA | APPROVED | 2024-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martha Bourre Propiedades | Pilar, Buenos Aires | 02/2015 | 09/2017 | |
| Eae Business School, Master In Capital Markets & Finance | Barcelona | 09/2017 | 04/2018 | |
| Nestle España | Barcelona | 04/2018 | 11/2018 | |
| Citigroup | Miami | FL | 11/2018 | 01/2020 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 01/2020 | 12/2020 |
| Citigroup | Miami | FL | 12/2020 | 03/2022 |
| Conti Capital | Miami | FL | 03/2022 | 04/2023 |
| Btg Pactual Us Capital Llc | Miami | FL | 04/2023 | 09/2024 |
| Btg Pactual Asset Management Us Llc | Miami | FL | 02/2024 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-10 |
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