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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-15 |
| AL | RA | APPROVED | 2025-10-03 |
| NJ | RA | APPROVED | 2024-02-26 |
| TX | RA | APPROVED | 2024-02-07 |
| NY | RA | APPROVED | 2024-01-19 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
Chantilly, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2023 | Present |
| Kotra (Korea Trade-Investment Promotion Agency) New York | New York | NY | 02/2015 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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