Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-06-14 |
| TX | RA | APPROVED_RES | 2022-01-24 |
| NY | RA | APPROVED | 2021-11-22 |
| FL | RA | APPROVED | 2019-10-07 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2019 | Present |
| Mesirow Financial | Chicago | IL | 06/2018 | 08/2018 |
| Great American Insurance Group | Cincinnati | OH | 05/2017 | 08/2017 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2017 |
| University Of South Carolina | Columbia | SC | 08/2017 | 06/2018 |
| University Of South Carolina | Columbia | SC | 08/2018 | 05/2019 |
| Unemployed | Jacksonville Beach | FL | 05/2019 | 07/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 11/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*596607 - D.H.M.P. Burns LLC; Investment Related - Yes; Newport, Kentucky; Rental Property; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 4; Property Management *676394- D.H.M.P. Burns II LLC; Investment related: Yes; Saint Petersburg, Florida; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 4; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-04 |
Reach out to this advisor