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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 | 2023-11-22 |
| NJ | RA | APPROVED | 2023-10-20 |
| NY | RA | APPROVED | 2023-10-19 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jersey City | NJ | 08/2020 | Present |
| Kind Snacks | Villanova | PA | 05/2017 | 05/2020 |
| Wildfig Data | Villanova | PA | 10/2018 | 05/2019 |
| Taxxa | London | 06/2018 | 07/2018 | |
| Groundswell Surf Cafe | Salisbury | MA | 06/2015 | 07/2020 |
| Villanova University | Villanova | PA | 08/2016 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
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