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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 | 2024-07-12 |
| CT | RA | APPROVED | 2019-08-09 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 05/2019 | Present |
| Georgetown University | Washington | DC | 07/2012 | 12/2016 |
| None | None | CT | 01/2017 | 09/2017 |
| Lisbon Devils Football Club | Lisbon | 09/2017 | 04/2018 | |
| Tampere Saints Football Club | Tampere | 04/2018 | 09/2018 | |
| None | None | CT | 10/2018 | 04/2019 |
| Kitu Life Inc. | Branford | CT | 04/2019 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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