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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 | 2026-02-09 |
| TX | RA | APPROVED | 2026-02-06 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 11/2024 | Present |
| Claremont Savings Bank | Claremont | NH | 06/2021 | 08/2022 |
| Mcdonald's | Newport | NH | 05/2017 | 08/2020 |
| Newport Public School | Newport | NH | 08/2007 | 05/2020 |
| University Of New Hampshire | Durham | NH | 08/2020 | 05/2024 |
| Unemployed | Port Charlotte | FL | 05/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-09 |
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