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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 | 2025-11-27 |
| NY | RA | APPROVED | 2025-09-20 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2025 | Present |
| Citi | New York | NY | 06/2024 | 08/2024 |
| Transistor Digital Marketing | Greendale | WI | 06/2021 | 05/2024 |
| Bny Mellon | New York | NY | 06/2023 | 08/2023 |
| Cornell University | Ithaca | NY | 08/2021 | 05/2025 |
| Franklin High School | Franklin | WI | 09/2017 | 06/2021 |
| Forest Park Middle School | Franklin | WI | 09/2015 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-20 |
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