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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 | 2025-10-31 |
| NY | RA | APPROVED | 2025-10-20 |
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 | 01/2025 | Present |
| Bais Yaakov Bnos Aliya | New York | NY | 10/2023 | 01/2025 |
| Gucci | Los Angeles | CA | 07/2023 | 09/2023 |
| Hidden Treasures Aba | Los Angeles | CA | 09/2022 | 08/2023 |
| American Academy Of Pediatric Neuropsychology | Los Angeles | CA | 02/2021 | 03/2022 |
| Unemployed | Los Angeles | CA | 03/2022 | 09/2022 |
| David's Bridal | Los Angeles | CA | 10/2021 | 12/2021 |
| Unemployed | Los Angeles | CA | 01/2020 | 10/2021 |
| Ucla | Los Angeles | CA | 06/2018 | 01/2020 |
| Unemployed | Newport Beach | CA | 01/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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