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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 | 2026-01-23 |
| CA | RA | APPROVED | 2026-01-17 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Francisco | CA | 07/2025 | Present |
| Santa Clara University | Santa Clara | CA | 01/2023 | 06/2025 |
| Seattle Seahawks | Seattle | WA | 06/2024 | 12/2024 |
| Seattle Fish Company | Seattle | WA | 06/2021 | 12/2023 |
| Santa Clara University | Santa Clara | CA | 09/2021 | 06/2025 |
| Seattle Academy Of Arts And Sciences | Seattle | WA | 09/2017 | 06/2021 |
| Holy Rosary School, West Seattle | Seattle | WA | 09/2010 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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