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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2021 | Present |
| Kapitus | New York | NY | 09/2020 | 01/2021 |
| Morgan Stanley | New York | NY | 06/2020 | 08/2020 |
| Bank Of America | New York | NY | 05/2019 | 08/2019 |
| Nbcuniversal Telemundo Enterprise | Miami | FL | 06/2018 | 08/2018 |
| Cornell University | Ithaca | NY | 08/2017 | 05/2021 |
| Sandy Creek High School | Tyrone | GA | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-12 |
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