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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 | 2026-07-24 |
| FL | RA | APPROVED | 2026-06-15 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 12/2025 | 03/2026 |
| Auburn University | Auburn | AL | 08/2021 | 05/2025 |
| Unemployed | Castle Pines | CO | 06/2025 | 11/2025 |
| Hei Civil | Castle Pines | CO | 06/2024 | 08/2024 |
| Catalyst Housing Group | San Francisco | CA | 05/2024 | 08/2024 |
| Rock Canyon High School | Highlands Ranch | CO | 08/2017 | 05/2021 |
| Rocky Heights Middle School | Highlands Ranch | CO | 12/2015 | 05/2017 |
| Morgan Stanley | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
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