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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 | 2026-05-19 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
1 Edison Drive Alpharetta, Alpharetta, GA 30005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mill Creek Residential Trust | Atlanta | GA | 01/2023 | 08/2025 |
| Mill Creek Residential Trust | Atlanta | GA | 05/2022 | 08/2022 |
| Graco Inc. | Atlanta | GA | 05/2021 | 08/2021 |
| Falcon Moving Atlanta | Atlanta | GA | 05/2019 | 12/2021 |
| Morgan Stanley | Alpharetta | GA | 10/2025 | Present |
| Unemployed | Atlanta | GA | 01/2022 | 04/2022 |
| Unemployed | Atlanta | GA | 09/2022 | 12/2022 |
| Big John's Christmas Trees Inc. | Dunwoody | GA | 11/2017 | 12/2024 |
| Unemployed | Atlanta | GA | 09/2015 | 10/2017 |
*680216- Falcon Moving Atlanta; Investment related: No; Atlanta, Georgia; Moving company; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 30; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-11 |
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