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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 | 2025-06-06 |
| CO | RA | APPROVED | 2025-05-29 |
Branch Locations
1550 Market Street Suite 600, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Denver | CO | 03/2025 | Present |
| Jpmorganchase | Frankfurt | 03/2024 | 01/2025 | |
| Johnson & Johnson / Kenvue | Skillman | NJ | 08/2022 | 07/2023 |
| Johnson & Johnson | Titusville | NJ | 06/2020 | 01/2021 |
| Frankfurt School Of Finance & Management | Frankfurt | 09/2023 | 02/2025 | |
| Butler University | Indianapolis | IN | 08/2018 | 05/2022 |
| Regis Jesuit High School | Aurora | CO | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-29 |
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