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 | 2022-05-04 |
Branch Locations
2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 11/2021 | Present |
| Goldman Sachs | Houston | TX | 03/2021 | 09/2021 |
| University Of Houston (Education) | Houston | TX | 08/2016 | 05/2020 |
| Umemployed | Houston | TX | 07/2020 | 02/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-04 |
Reach out to this advisor