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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 | 2025-10-10 |
| IL | RA | APPROVED | 2025-10-02 |
Branch Locations
233 South Wacker Drive Suite 9200 Pwm, 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 |
| Forno Kitchen & Bar | Columbus | OH | 06/2023 | 04/2025 |
| Bruegger's Bagels | Columbus | OH | 06/2023 | 09/2023 |
| Kroger Pharmacy | Columbus | OH | 04/2022 | 06/2023 |
| Cold Stone Creamery | Troy | OH | 02/2019 | 05/2021 |
| Lillicrap Timber & Mulch | Piqua | OH | 03/2019 | 08/2021 |
| The Ohio State University | Columbus | OH | 08/2021 | 05/2025 |
| None | Piqua | OH | 04/2003 | 02/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-02 |
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