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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-06 |
| NY | RA | APPROVED | 2024-11-06 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
1585 Broadway, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 08/2020 | 08/2024 |
| University Of Illinois At Urbana-Champaign | Urbana | IL | 08/2016 | 05/2020 |
| Ubs Financial Services Inc. | Weehawken | NJ | 06/2019 | 08/2019 |
| Howard Buick Gmc | Elmhurst | IL | 05/2018 | 07/2018 |
| Morgan Stanley | Purchase | NY | 10/2024 | Present |
| Sponsors For Educational Opportunity | New York | NY | 02/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-10 |
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