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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 | 2026-03-27 |
| NJ | RA | APPROVED | 2025-09-19 |
| NY | RA | APPROVED | 2025-09-18 |
Branch Locations
55 East 52Nd Street 10Th 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 | 03/2025 | Present |
| New York Life | Jersey City | NY | 05/2024 | 07/2024 |
| Mutual Of America | New York | NY | 03/2022 | 03/2024 |
| Designit | New York | NY | 04/2021 | 02/2022 |
| Upgraid | New York | NY | 03/2020 | 01/2021 |
| Mount Sinai Health System | New York | NY | 02/2017 | 05/2019 |
| Epic Things | New York | NY | 07/2016 | 10/2016 |
| Newscred | New York | NY | 05/2019 | 02/2020 |
| Unemployed | Ridgewood | NJ | 07/2024 | 03/2025 |
| Unemployed | New York | NY | 10/2016 | 02/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
*634812 - eBay; Investment related: No; San Jose; California; Retail/Online Stores; Account owner, (proprietor, partner, officer, director, employee, trustee, agent); 01/2009; During business hours: 0; After business hours: 4;Sell household and memorabilia items from the store.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-18 |
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