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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-30 |
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 | 08/2025 | Present |
| Playa Bowls | Fairfield | CT | 10/2020 | 05/2021 |
| La Plage Restaurant | Westport | CT | 07/2021 | 08/2021 |
| Lf Stores | Westport | CT | 07/2019 | 09/2019 |
| Saugatuck Rowing Club | Westport | CT | 05/2024 | 08/2024 |
| Window Restorations Of Connecticut | Westport | CT | 12/2022 | 08/2025 |
| Krupa Oil Company | Westport | CT | 12/2022 | 08/2025 |
| Playa Bowls | Gainesville | FL | 12/2023 | 02/2024 |
| Unemployed | Norwalk | CT | 06/2020 | 08/2020 |
| Unemployed | Norwalk | CT | 05/2021 | 07/2021 |
| Unemployed | Norwalk | CT | 08/2021 | 09/2021 |
| Norwalk High School | Norwalk | CT | 08/2016 | 06/2017 |
| Unemployed | Norwalk | CT | 06/2017 | 08/2017 |
| Norwalk High School | Norwalk | CT | 08/2017 | 06/2018 |
| Unemployed | Norwalk | CT | 06/2018 | 08/2018 |
| Norwalk High School | Norwalk | CT | 08/2018 | 06/2019 |
| Unemployed | Norwalk | CT | 06/2019 | 07/2019 |
| Norwalk High School | Norwalk | CT | 09/2019 | 06/2020 |
| Saugatuck Rowing Club | Westport | CT | 09/2021 | 08/2023 |
| University Of Florida | Gainesville | FL | 08/2020 | 05/2021 |
| University Of Florida | Gainesville | FL | 01/2022 | 08/2023 |
| University Of Florida | Gainesville | FL | 08/2023 | 05/2024 |
| Divine Organizing | Bridgeport | CT | 05/2024 | 08/2024 |
| University Of Florida | Gainesville | FL | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-22 |
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