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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-10-22 |
| TX | RA | APPROVED_RES | 2021-10-22 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Jose | CA | 10/2019 | 09/2021 |
| Bank Of America, N.A. | San Jose | CA | 10/2019 | 09/2021 |
| Bernardus Lodge & Spa | Carmel Valley | CA | 12/2018 | 10/2019 |
| Liberty Station Hotels | San Diego | CA | 03/2018 | 11/2018 |
| La Quinta Inns & Suites | San Diego | CA | 03/2016 | 03/2018 |
| Morgan Stanley | San Francisco | CA | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-14 |
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