Best Investors
Account
Sign in
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 | 2025-11-27 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 06/2025 | Present |
| Etf Global | New York | NY | 06/2022 | 07/2022 |
| Etf Global | New York | NY | 06/2023 | 07/2023 |
| Vets Indexes | New York | NY | 06/2023 | 07/2023 |
| American Bankers Association | Washington | DC | 06/2024 | 08/2024 |
| Haymaker Coffee Company | Jacksonville | FL | 07/2024 | 05/2025 |
| Franklin Avenue Middle School | Franklin Lakes | NJ | 09/2014 | 06/2017 |
| Immaculate Heart Academy | Township Of Washington | NJ | 09/2017 | 05/2021 |
| University Of Miami | Coral Gables | FL | 08/2021 | 05/2025 |
*684379- Palmetto Publishing; Investment related-No; Mt Pleasant, South Carolina; Publishing; Client (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 3; They will be publishing my book. *675385 - Buzzfeed Inc.; Investment related: No; New York, New York; Digital / Social Media; Paid Contributer / Community Creator (proprietor, partner, officer, director, employee, trustee, agent); 1/2026; During business hours: 0; After business hours: 8; Content Creation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-30 |
Reach out to this advisor