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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-03 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2025 | Present |
| Touro University | Flushing | NY | 04/2022 | 01/2025 |
| Jpmorgan Chase | Jersey City | NJ | 06/2024 | 08/2024 |
| American International Group | New York City | NY | 06/2023 | 08/2023 |
| Hasc Center | Crown Heights | NY | 08/2023 | Present |
| Yeshivat Reishit Yerushalayim | Bet Shemesh | 09/2020 | 04/2022 | |
| Unemployed | North York | 06/2020 | 08/2020 | |
| Tanenbaumchat | North York | 09/2018 | 06/2020 | |
| Camp Hasc | Parksville | NY | 06/2021 | 08/2021 |
| Unemployed | North York | 06/2018 | 08/2018 | |
| Yeshivat Or Chaim | North York | 09/2016 | 06/2018 | |
| Touro University | Flushing | NY | 09/2022 | 08/2024 |
| Unemployed | Toronto | 06/2016 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-11 |
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