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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 | 2026-06-04 |
| NY | RA | APPROVED | 2026-06-04 |
| TX | RA | APPROVED | 2026-06-04 |
Branch Locations
55 East 52Nd Street 12Th 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 | 06/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 01/2026 | 05/2026 |
| Mule Barn Tavern | Highlands | NJ | 05/2024 | 12/2025 |
| College Of Charleston | Charleston | SC | 08/2022 | 05/2025 |
| Pazzo Mmx | Red Bank | NJ | 09/2018 | 07/2023 |
| Brookdale Community College | Lincroft | NJ | 01/2021 | 08/2022 |
| Middletown High School North | Middletown | NJ | 09/2016 | 06/2020 |
| Gabriella's Italian Steakhouse | Red Bank | NJ | 05/2019 | 08/2019 |
| King Street Hospitality Group Llc | Charleston | SC | 08/2024 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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