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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 | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2025 | Present |
| University Of Virginia | Charlottesville | VA | 08/2021 | 05/2025 |
| Episcopal High School | Alexandria | VA | 08/2017 | 06/2021 |
| Morgan Stanley | New York City | NY | 06/2024 | 08/2024 |
| Braemont Capital | New York City | NY | 06/2023 | 07/2023 |
| Chapin School | New York City | NY | 09/2008 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-04 |
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