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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-28 |
| OR | RA | APPROVED | 2024-06-12 |
Branch Locations
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 03/2024 | Present |
| Unemployed | Portland | OR | 05/2023 | 03/2024 |
| Pricewaterhousecoopers Bulgaria | Sofia | 12/2021 | 04/2023 | |
| Unemployed | Sofia | 06/2021 | 12/2021 | |
| Us Bank | Portland | OR | 11/2020 | 05/2021 |
| Robert Half Strategic Accounts | Portland | OR | 08/2020 | 11/2020 |
| Unemployed | Portland | OR | 05/2020 | 08/2020 |
| Lewis & Clark College | Portland | OR | 09/2019 | 05/2020 |
| Hall Capital Partners | San Francisco | CA | 06/2019 | 08/2019 |
| Lewis & Clark College | Portland | OR | 09/2018 | 05/2019 |
| Eurobank Bulgaria | Sofia | 06/2018 | 08/2018 | |
| Lewis & Clark College | Portland | OR | 09/2016 | 05/2018 |
| Lester B Pearson College Uwc | Victoria | 08/2014 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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