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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-29 |
Branch Locations
1 New York Plaza 1 New York Plaza, New York, NY 10004 • United States
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 05/2026 | Present |
| Strategies For Wealth | New York | NY | 08/2025 | 04/2026 |
| The Wealth Alliance | Melville | NY | 05/2024 | 08/2024 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2025 |
| Camp Nock-A-Mixon | Kitnersville | PA | 06/2020 | 08/2022 |
| Half Hollow Hills High School East | Dix Hills | NY | 09/2017 | 06/2021 |
| Cold Spring Country Club | Huntington | NY | 04/2021 | 06/2021 |
| West Hollow Middle School | Melville | NY | 09/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-23 |
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