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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 | 2025-09-26 |
| FL | RA | APPROVED | 2025-09-22 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 07/2025 | Present |
| Your Boat Club | Crosslake | MN | 05/2022 | 08/2024 |
| Crow Wing County | Brainerd | MN | 05/2022 | 08/2022 |
| Wayzata High School | Plymouth | MN | 09/2016 | 05/2021 |
| Coastal Carolina University | Conway | SC | 08/2021 | 12/2024 |
| City Of Plymouth | Plymouth | MN | 06/2019 | 03/2020 |
| Unemployed | Dayton | MN | 12/2024 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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