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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 | 2026-05-07 |
| MD | RA | APPROVED | 2023-03-31 |
Branch Locations
1201 Wills Street Suite 700, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 01/2023 | 04/2023 |
| Mothers North Grille | Timonium | MD | 05/2016 | 04/2020 |
| Caves Valley Golf Club | Owings Mills | MD | 04/2020 | 10/2022 |
| Morgan Stanley | Baltimore | MD | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
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