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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 | 2026-01-30 |
| GA | RA | APPROVED | 2025-12-16 |
Branch Locations
5 Concourse Parkway Suite 2000, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 07/2025 | Present |
| Alfa Insurance | Montgomery | AL | 08/2022 | 06/2025 |
| Full Time Student | Milledgeville | GA | 08/2018 | 07/2022 |
| Full Time Student | Norcross | GA | 08/2014 | 08/2018 |
| Berkeley Capital Advisors | Nashville | TN | 05/2021 | 06/2021 |
| Reel Em In Guide Service | Ellijay | GA | 07/2021 | 08/2022 |
| Pierce And Pierce Millwork | Norcross | GA | 05/2019 | 08/2019 |
| Fowler Custom Guitars | Duluth | GA | 05/2019 | 05/2021 |
| C&R Custom Cabinets | Milledgeville | GA | 03/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
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