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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 | 2026-04-17 |
| IL | RA | APPROVED | 2026-04-08 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 01/2026 | Present |
| Dominican University | River Forest | IL | 08/2023 | 12/2024 |
| Dominican University Financial Aid Office | River Forest | IL | 10/2023 | 03/2024 |
| Tmac Chicago | Chicago | IL | 01/2024 | 05/2024 |
| Noble Schools - Rauner College Prep. | Chicago | IL | 07/2021 | 08/2021 |
| Dominican University | River Forest | IL | 08/2020 | 05/2025 |
| Rauner College Prep | Chicago | IL | 08/2016 | 05/2020 |
| Unemployed | Chicago | IL | 06/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-10 |
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