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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 | 2026-01-16 |
| CA | RA | APPROVED | 2025-09-26 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 04/2025 | Present |
| Blueprint Wealth Advisors | Rockford | IL | 11/2024 | 04/2025 |
| Full Time Student Education | Rockton | IL | 01/2014 | 12/2024 |
* 637152- Drive 815; Investment related-No; Rockton, Illinois; Recreation; Founder (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 0; Recently Sold the business and receiving dividends.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
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