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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 | 2026-06-18 |
| NY | RA | APPROVED | 2026-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2026 | Present |
| Cambridge Associates | Boston | MA | 06/2024 | 08/2024 |
| Carnegie Corporation Of New York | New York | NY | 07/2019 | 05/2023 |
| Sky Harbor Capital Management | Greenwich | CT | 04/2019 | 06/2019 |
| Global Credit Advisers | New York | NY | 07/2017 | 08/2017 |
| Strategic Value Partners | New York | NY | 11/2018 | 01/2019 |
| Chestnut Advisory Group | Westport | CT | 06/2018 | 11/2018 |
| Columbia Business School | New York | NY | 08/2023 | 05/2025 |
| Not Employed - Extended Travel | New York | NY | 05/2023 | 08/2023 |
| Not Employed - Job Hunting | New York | NY | 05/2025 | 01/2026 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
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