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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 | 2026-05-06 |
| NC | RA | APPROVED | 2026-04-27 |
Branch Locations
3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Raleigh | NC | 04/2025 | Present |
| New York University In London | London | 10/2023 | 06/2024 | |
| The Skyscraper Museum | New York | NY | 09/2022 | 12/2022 |
| New York University | New York | NY | 07/2021 | 01/2023 |
| The Cypress Of Raleigh | Raleigh | NC | 08/2018 | 01/2019 |
| Golden Edge Solutions, Llc | Raleigh | NC | 11/2024 | Present |
| Steps Tutoring | New York | NY | 01/2021 | 11/2024 |
| School | New York | NY | 06/2015 | 06/2024 |
*637825 - Golden Edge Solutions; Investment related: No; Raleigh; North Carolina; Education; (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 30; Sole Proprietor/Owner; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-27 |
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