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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 | 2024-03-08 |
| NY | RA | APPROVED | 2024-01-01 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies Llc | New York | NY | 11/2020 | 11/2023 |
| Jp Morgan Chase | New York | NY | 09/2019 | 11/2020 |
| Cna Insurance | New York | NY | 12/2018 | 05/2019 |
| Us Army Reserve | Jersey City | NJ | 10/2011 | 10/2017 |
| Allied Universal | New York | NY | 01/2013 | 08/2018 |
| Allied Melinnial | New York | NY | 06/2017 | 08/2017 |
| Baruch College | New York | NY | 08/2015 | 08/2018 |
| Unemployed | New York | NY | 06/2019 | 09/2019 |
| Unemployed | New York | NY | 09/2018 | 12/2018 |
| Morgan Stanley | New York | NY | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-15 |
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