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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-02 |
Branch Locations
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2025 | Present |
| Cherry Hills Country Club | Denver | CO | 11/2021 | 05/2025 |
| Cedarwood Country Club | Charlotte | NC | 05/2020 | 12/2021 |
| Ccig | Centenial | CO | 05/2024 | 08/2024 |
| Cu Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Unemployed | Charlotte | NC | 06/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-30 |
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