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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 | 2025-11-03 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 04/2025 | Present |
| Pnc Bank | New York, Ny | NY | 10/2023 | 04/2025 |
| Almanzar Collectibles Sole Prop | New York | NY | 09/2020 | 10/2023 |
| Drivewealth | New York | NY | 06/2022 | 09/2022 |
| Nyack College | New York | NY | 09/2018 | 05/2022 |
| High School Of Economics And Finance | New York | NY | 09/2014 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-03 |
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