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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 | 2026-05-18 |
Branch Locations
2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 04/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 08/2025 | 04/2026 |
| Sam's Boat Seabrook | Seabrook | TX | 02/2022 | 05/2025 |
| Electric Feel Good | Houston | TX | 12/2021 | 02/2022 |
| Hugh And Jeff's | League City | TX | 09/2021 | 12/2021 |
| Perry's Steakhouse | Friendswood | TX | 07/2019 | 09/2021 |
| T-Bone Toms | Kemah | TX | 05/2019 | 07/2019 |
| Tight Ends Sports Bar | League City | TX | 01/2017 | 05/2019 |
| Whiskey Cake | Friendswood | TX | 06/2016 | 01/2017 |
| Unemployed | Kemah | TX | 06/2025 | 08/2025 |
| Bank Of America, N.A. | Houston | TX | 09/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-27 |
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