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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-29 |
| TX | RA | APPROVED | 2025-10-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wisdomtree Asset Management, Inc. | New York | NY | 01/2019 | 08/2021 |
| Foreside Fund Services, Llc | New York | NY | 10/2019 | 08/2021 |
| Sei Investments Company | Oaks | PA | 07/2017 | 12/2018 |
| Bucknell University | Lewisburg | PA | 08/2013 | 05/2017 |
| Foreside Fund Services, Llc | West Chester | PA | 08/2021 | 01/2022 |
| Wisdomtree Asset Management, Inc. | West Chester | PA | 08/2021 | 01/2022 |
| Morgan Stanley | New York | NY | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-16 |
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