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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 | 2024-11-15 |
| GA | RA | APPROVED | 2024-10-25 |
| OH | RA | APPROVED | 2024-10-25 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2021 | Present |
| Fedex | Columbus | OH | 06/2020 | 07/2020 |
| Aptask | Columbus | OH | 08/2020 | 06/2021 |
| Jc Taxpros Group | Columbus | OH | 01/2020 | 05/2020 |
| Loeb Electric | Columbus | OH | 06/2016 | 02/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
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