Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-14 |
| NY | RA | APPROVED | 2022-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2020 | Present |
| Fordham University | Bronx | NY | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-04 |
Reach out to this advisor