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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 |
| MD | RA | APPROVED | 2025-08-16 |
| VA | RA | APPROVED | 2025-08-16 |
Branch Locations
1185 Imperial Drive Suite 102, Hagerstown, MD 21740 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hagerstown | MD | 06/2025 | Present |
| Guidehouse | Arlington | VA | 07/2023 | 06/2025 |
| Student | Kutztown | PA | 08/2019 | 05/2023 |
| Student | Thurmont | MD | 01/2015 | 08/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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