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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 | 2025-07-11 |
| NY | RA | APPROVED | 2025-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 01/2025 | Present |
| Schroders | New York | NY | 06/2021 | 06/2024 |
| Insight Investment | New York | NY | 05/2018 | 05/2021 |
| Standish Asset Management | Boston | MA | 03/2016 | 04/2018 |
| Homemaking | Brooklyn | NY | 07/2024 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-30 |
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