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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 | 2024-12-13 |
| IL | RA | APPROVED | 2024-12-09 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Buffalo Grove And Deerfield | IL | 05/2020 | 12/2020 |
| Inland Securities Corporation | Oak Brook | IL | 05/2019 | 08/2019 |
| Mappa Wealth Management | Glenview | IL | 05/2018 | 07/2018 |
| Chowbus | Buffalo Grove | IL | 05/2017 | 07/2017 |
| Purdue University | West Lafayette | IN | 08/2016 | 05/2020 |
| Equitable Advisors, Llc | New York | NY | 12/2020 | 09/2024 |
| Morgan Stanley | Chicago | IL | 12/2024 | Present |
*620880- Acouple_offoodies; Investment related- No; Chicago, Illinois; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-13 |
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