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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-20 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2025 | Present |
| Kingswood Oxford School | West Hartford | CT | 08/2014 | 05/2017 |
| Westminster School | Simsbury | CT | 08/2017 | 05/2021 |
| Princeton University | Princeton | NJ | 08/2021 | 05/2025 |
| Shred Kids' Cancer | Encino | CA | 09/2010 | 10/2024 |
| Trustees Of Princeton University | Princeton | NJ | 05/2022 | 08/2022 |
| Trustees Of Princeton University | Princeton | NJ | 05/2023 | 05/2023 |
| Gbsz Llc | New York | NY | 05/2020 | 08/2020 |
| Gbsz Llc | New York | NY | 05/2021 | 08/2021 |
| Gbsz Llc | New York | NY | 05/2022 | 07/2022 |
| The Pharo Foundation | New York | NY | 05/2022 | 08/2022 |
| Aequatic | New York | NY | 06/2023 | 08/2023 |
| Fetch Pet Insurance | New York | NY | 06/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-24 |
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