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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 | 2025-09-15 |
| IL | RA | APPROVED | 2025-09-08 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2025 | Present |
| The Millennium Group | Chicago | IL | 09/2023 | 06/2025 |
| Amazon | Waukegan | IL | 08/2021 | 09/2023 |
| True Value | Harvard | IL | 01/2021 | 06/2021 |
| Paccar | Rockford | IL | 12/2017 | 12/2020 |
| Xpo Logistics | Memphis | TN | 01/2017 | 11/2017 |
| Kenco | Memphis | TN | 07/2016 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-12 |
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