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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-17 |
| TX | RA | APPROVED | 2025-12-17 |
| NY | RA | APPROVED | 2025-12-15 |
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 | 11/2025 | Present |
| Polo Electric Corp | Nutley | NJ | 06/2022 | Present |
| Dicks Sporting Goods | Wayne | NJ | 11/2020 | 09/2021 |
| Costco Business Center | Hackensack | NJ | 01/2021 | 03/2021 |
| All Seasons Global Solutions | Kearny | NJ | 06/2021 | 08/2021 |
| Team Unity Llc | West Orange | NJ | 02/2022 | 03/2022 |
| Clifton School System | Clifton | NJ | 10/2015 | 06/2021 |
| Stevens Institute Of Technology | Hoboken | NJ | 08/2021 | 05/2025 |
*669074 - Polo Electric Corp; Investment Related - No; New York, New York; Construction/Engineering; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2022; During Business Hours: 0; After Business Hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-19 |
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