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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 | 2026-01-08 |
| NY | RA | APPROVED | 2025-11-11 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2025 | Present |
| Fitz & Co | New York | NY | 09/2023 | 04/2025 |
| Lyon & Turnbull | Edinburgh | 01/2023 | 03/2023 | |
| The Farm Institute | Katama | MA | 06/2022 | 09/2022 |
| Department Of History, Uc Santa Barbara | Santa Barbara | CA | 10/2020 | 06/2022 |
| Jake & Jones | Santa Barbara | CA | 02/2021 | 05/2022 |
| Forest Avenue Cooking Camp ( Self Employed) | Palo Alto | CA | 06/2020 | 08/2020 |
| Jellyfish | Sam Francisco | CA | 06/2019 | 09/2019 |
| Joe And The Juice | Palo Alto | CA | 06/2018 | 09/2018 |
| Bean Dip (Self Employed) | Palo Alto | CA | 04/2016 | 03/2020 |
| Chaia Tacos | Washington Dc | DC | 06/2021 | 08/2021 |
| University Of St Andrews | St Andrews | 08/2022 | 08/2023 | |
| Uc Santa Barbara | Santa Barbara | CA | 09/2018 | 06/2022 |
| Unemployed | New York | NY | 04/2025 | 07/2025 |
| Palo Alto High School | Palo Alto | CA | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
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