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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-26 |
| TX | RA | APPROVED | 2023-12-23 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time Fitness | Gilbert | AZ | 05/2013 | 10/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2019 | 07/2021 |
| Northwestern Mutual Investment Services Llc | Gilbert | AZ | 10/2019 | 07/2021 |
| Guardian Life Insurance Company | Scottsdale | AZ | 09/2021 | 12/2023 |
| Park Avenue Securities | Scottsdale | AZ | 09/2021 | 12/2023 |
| Morgan Stanley | Gilbert | AZ | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-15 |
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