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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-07 |
| DC | RA | APPROVED | 2023-06-06 |
| VA | RA | APPROVED | 2023-06-06 |
| TX | RA | APPROVED | 2023-04-11 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Florham Park | NJ | 07/2019 | 02/2022 |
| Arthur J. Gallagher | Whippany | NJ | 06/2019 | 07/2019 |
| Seton Hall University | South Orange | NJ | 08/2015 | 05/2019 |
| Gaslight Brewery | South Orange | NJ | 01/2017 | 05/2017 |
| The Hills Tavern | Millburn | NJ | 10/2018 | 05/2019 |
| Mml Investors Services, Llc | New York City | NY | 03/2022 | 01/2023 |
| Massmutual Life Insurance Company | New York City | NY | 02/2022 | 01/2023 |
| Lidia's Cuban Kitchen | Cranford | NJ | 01/2018 | 08/2018 |
| Troise, Inc | Wyomissing | PA | 01/2017 | 03/2019 |
| Morgan Stanley | Charlotte | NC | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-12 |
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