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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 | 2026-02-06 |
| VT | RA | APPROVED | 2026-01-26 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 07/2025 | Present |
| San Diego State University | San Diego | CA | 08/2021 | 07/2025 |
| June Plug Llc | San Anselmo | CA | 04/2020 | 09/2021 |
| Marin Power Yoga | San Anselmo | CA | 09/2018 | 08/2021 |
| Aztec Recreation | San Diego | CA | 06/2023 | 11/2023 |
| Sir Francis Drake High School | San Anselmo | CA | 08/2017 | 05/2021 |
| White Hill Middle School | Fairfax | CA | 08/2014 | 05/2017 |
| Ymca | San Rafael | CA | 06/2019 | 08/2019 |
| Ymca | San Rafael | CA | 10/2019 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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