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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 | 2025-08-15 |
| NY | RA | APPROVED | 2025-05-22 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2024 | Present |
| Bar Yoshi | Nantucket | MA | 06/2024 | 10/2024 |
| Essent Guaranty | Radnor | PA | 05/2023 | 08/2023 |
| Villanova University | Villanova | PA | 08/2020 | 05/2024 |
| Darien High School | Darien | CT | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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