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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 | 2025-12-12 |
| NY | RA | APPROVED | 2025-11-26 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2025 | Present |
| Oscar De La Renta | New York | NY | 10/2024 | 01/2025 |
| Tiffany & Co. | New York | NY | 06/2023 | 08/2023 |
| Southold Yacht Club | Southold | NY | 06/2018 | 08/2022 |
| Blue Space On The North Fork | Greenport | NY | 05/2022 | 07/2022 |
| Southold Yacht Club | Southold | NY | 06/2016 | 08/2017 |
| Cbs Sports | New York | NY | 12/2019 | 03/2020 |
| Wake Forest University | Winston-Salem | NC | 08/2020 | 05/2024 |
| Unemployed | Garden City | NY | 05/2024 | 10/2024 |
| Student | Garden City | NY | 09/2006 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
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