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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 | 2025-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2025 | Present |
| Terracrg | New York | NY | 06/2024 | 08/2024 |
| Caduceus Capital Partners, Llc | Roslyn Heights | NY | 05/2024 | 08/2024 |
| Eisneramper | New York | NY | 06/2023 | 08/2023 |
| Friends Academy | Locust Valley | NY | 09/2017 | 08/2021 |
| New York University | New York | NY | 09/2021 | 05/2025 |
| Long Island School For The Gifted | Huntington | NY | 01/2015 | 08/2017 |
*655154- Wendall Street LLC; Investment related: Yes; Roslyn Heights, New York; Real Estate; Wendall Street LLC owns x1 rental property. I am the sole member of Wendall Street LLC (proprietor, partner, officer, director, employee, trustee, agent); 07/2008; During business hours: 0; After business hours: 0; Owner no duties. Managed by parent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-17 |
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