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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED | 2026-02-18 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| San Diego State University | San Diego | CA | 08/2021 | 05/2025 |
| Marin Bay Wealth Advisors | Sausalito | CA | 05/2024 | 08/2024 |
| Vans | San Diego | CA | 08/2023 | 09/2024 |
| Marin Bay Wealth Advisors | Sausalito | CA | 07/2023 | 08/2023 |
| Ghiringhelli's Pizzeria | Fairfax | CA | 06/2022 | 08/2022 |
| Unemployed | San Anselmo | CA | 06/2021 | 08/2021 |
| Archie Williams High School | San Anselmo | CA | 08/2017 | 06/2021 |
| White Hill Middle School | Fairfax | CA | 08/2014 | 08/2017 |
| Unemployed | San Anselmo | CA | 05/2025 | 02/2026 |
| Morgan Stanley | San Francisco | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-12 |
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