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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 | 2026-01-30 |
| NJ | RA | APPROVED | 2026-01-23 |
| NY | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2025 | Present |
| Mercer | New York City | NY | 04/2022 | 10/2025 |
| Mercer | Norwalk | CT | 01/2021 | 03/2022 |
| Great River Golf Club | Milford | CT | 09/2020 | 12/2020 |
| Elon University | Elon | NC | 09/2016 | 05/2020 |
| Elon Inn | Elon | NC | 09/2019 | 11/2019 |
| Omnicom Health Group | New York | NY | 07/2019 | 08/2019 |
| Artisan | Southport | CT | 06/2018 | 08/2018 |
| Artisan | Southport | CT | 06/2017 | 08/2017 |
| Unemployed | Fairfield | CT | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-23 |
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