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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 |
| FL | RA | APPROVED | 2025-07-29 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 01/2025 | Present |
| Cumbie Financial | Lubbock | TX | 08/2023 | 12/2023 |
| Partner Re | Miami | FL | 05/2022 | 08/2022 |
| Ritz Carlton South Beach (Marriot International) | Miami Beach | FL | 06/2023 | 10/2023 |
| Jose Andres Group At The Ritz Carlton South Beach (Mezze Llc) | Miami Beach | FL | 10/2023 | 12/2024 |
| Docs Liquor Store (Specs) | Lubbock | TX | 02/2022 | 03/2022 |
| Texas Tech University | Lubbock | TX | 08/2019 | 12/2023 |
| Timbercreek Highschool Keller Isd | Keller | TX | 08/2015 | 05/2019 |
| The Catch | Fort Worth | TX | 03/2017 | 07/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-28 |
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