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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 | 2025-09-19 |
| FL | RA | APPROVED | 2025-09-16 |
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 |
| Aspen Highland Partners | West Palm Beach | FL | 06/2024 | 09/2024 |
| Jp Morgan Chase | West Palm Beach | FL | 10/2022 | 06/2024 |
| Cool Team Ac | West Palm Beach | FL | 06/2019 | 01/2020 |
| Taso Greek Tavern | Delray Beach | FL | 10/2017 | 06/2018 |
| Full Time Education | Lake Worth | FL | 01/2015 | 10/2017 |
| Full Time Education | Lake Worth | FL | 06/2018 | 06/2019 |
| Full Time Education | Lake Worth | FL | 01/2020 | 08/2022 |
| Unemployed Job Searching | Wellington | FL | 09/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-08 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-30 |
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