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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 | 2025-06-13 |
| NY | RA | APPROVED | 2025-05-14 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pippa Tec | Puebla | 07/2016 | 07/2017 | |
| Culver Academies | Culver | IN | 08/2017 | 06/2019 |
| N/A | Puebla | 06/2019 | 07/2019 | |
| New York University | New York | NY | 08/2019 | 06/2024 |
| Transportes Marva | Puebla | 05/2020 | 07/2020 | |
| Kenworth | Mexicali, Baja California | 06/2021 | 08/2021 | |
| L'OReal | New York | NY | 06/2022 | 08/2022 |
| Hsbc | New York | NY | 06/2023 | 08/2023 |
| Ice Bonds Securities Corporation | New York | NY | 08/2024 | 02/2025 |
| Creditex Group Inc. | New York | NY | 08/2024 | 02/2025 |
| Morgan Stanley | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-11 |
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