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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 | 2026-05-15 |
| AZ | RA | APPROVED | 2026-05-12 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 09/2025 | Present |
| Chandler Unified School District | Chandler | AZ | 01/2007 | 05/2025 |
| Azfitco, Llc | Chandler | AZ | 11/2018 | Present |
*661972 - AZFITCO; Investment related: No; Chandler, Arizona; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-10 |
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