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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 | 2026-06-25 |
| NY | RA | APPROVED | 2026-06-16 |
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 | 08/2025 | Present |
| Tlg Capital | London | 01/2025 | 05/2025 | |
| Quilam Capital | London | 09/2022 | 02/2024 | |
| Kpmg | London | 09/2018 | 09/2022 | |
| Unemployed | New York | NY | 05/2025 | 08/2025 |
| Self-Employed | London | 02/2024 | 01/2025 | |
| Unemployed | London | 10/2017 | 09/2018 | |
| Imperial College London | London | 09/2016 | 10/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
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