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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED | 2021-12-09 |
| CA | RA | APPROVED | 2021-08-31 |
Branch Locations
4890 West Kennedy Boulevard Suite 700, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 05/2020 | Present |
| California State University, Long Beach | Long Beach | CA | 08/2015 | 12/2020 |
| Beachwood Bbq And Brewing | Seal Beach | CA | 06/2018 | 03/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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