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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-02 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 07/2025 | 11/2025 |
| Us Army | Fort Benning | GA | 07/2021 | 01/2026 |
| Gamecock Moving Company | Columbia | SC | 05/2020 | 08/2020 |
| Burger Tavern 77 | Columbia | SC | 05/2020 | 08/2020 |
| Hawks Ridge Golf Club | Ball Ground | GA | 04/2020 | 05/2020 |
| Hawks Ridge Golf Club | Ball Ground | GA | 05/2019 | 08/2019 |
| Augusta National Golf Club | Augusta | GA | 04/2019 | 04/2019 |
| Hawks Ridge Golf Club | Ball Ground | GA | 05/2018 | 08/2018 |
| Hawks Ridge Golf Club | Ball Ground | GA | 12/2019 | 01/2020 |
| Cherokee High School | Canton | GA | 08/2013 | 05/2017 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Morgan Stanley | Atlanta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-17 |
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