Best Investors
Account
Sign in
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 | 2026-03-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Tjmaxx | Paramus | NJ | 05/2018 | 03/2019 |
| Triplebakedbakery | Paramus | NJ | 05/2020 | 08/2020 |
| Risen King Church | New City | NY | 01/2023 | 11/2024 |
| Villanova University | Villanova | PA | 05/2023 | 11/2024 |
| Omd | New York City | NY | 06/2024 | 08/2024 |
| Morgan Stanley | New York | NY | 10/2025 | Present |
| Villanova University | Villanova | PA | 08/2021 | 05/2025 |
| Bareburger | Ridgewood | NJ | 06/2023 | 08/2023 |
| Unemployed | Paramus | NJ | 03/2019 | 05/2020 |
| Trader Joe's | Paramus | NJ | 05/2022 | 08/2022 |
| Unemployed | Paramus | NJ | 05/2025 | 08/2025 |
| Paramus High School | Paramus | NJ | 09/2017 | 06/2021 |
| Unemployed | Paramus | NJ | 01/2015 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-15 |
Reach out to this advisor