Best Investors
Account
Sign in
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 | 2026-04-02 |
| NJ | RA | APPROVED | 2026-04-01 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
1 New York Plaza, New York, NY 10004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2026 | Present |
| United States Army | Fort Bragg, Nc | NC | 05/2017 | Present |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 06/2015 | 05/2017 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
Reach out to this advisor