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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 | 2025-08-22 |
| IL | RA | APPROVED | 2025-08-04 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 04/2025 | Present |
| Fay Servicing | Chicago | IL | 07/2022 | 04/2025 |
| Fay Servicing | Chicago | IL | 06/2021 | 07/2022 |
| Unemployed | Philadelphia | PA | 01/2021 | 05/2021 |
| Drexel University | Philadelphia | PA | 07/2020 | 01/2021 |
| Weill Cornell Medicine | New York | NY | 06/2019 | 06/2020 |
| Vanderbilt University | Nashville | TN | 08/2015 | 05/2019 |
| Vanderbilt University Law School | Nashville | TN | 09/2017 | 05/2019 |
| Weill Cornell Medicine - Travelers Summer Research Fellowship | New York | NY | 06/2018 | 08/2018 |
| Columbia University Summer Health Professions Education Program | New York | NY | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
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