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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-09 |
Branch Locations
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 05/2026 | Present |
| Chicago Yacht Club | Chicago | IL | 03/2026 | 05/2026 |
| Unemployed | Chicago | IL | 12/2025 | 03/2026 |
| Minnesota Historical Society | St. Paul | MN | 09/2025 | 12/2025 |
| Tulane University | New Orleans | LA | 08/2020 | 05/2024 |
| Tulane University | New Orleans | LA | 08/2024 | 05/2025 |
| Minnetonka High School | Minnetonka | MN | 09/2016 | 06/2020 |
| Unemployed | Minnetonka | MN | 06/2016 | 09/2016 |
| Tulane University Technology | New Orleans | LA | 08/2023 | 12/2023 |
| Tulane University Academic Learning And Tutoring Center | New Orleans | LA | 08/2024 | 05/2025 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2018 | 08/2018 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2019 | 08/2019 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2020 | 08/2020 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2021 | 08/2021 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2022 | 08/2022 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2023 | 08/2023 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2024 | 08/2024 |
| Lake Minnetonka Sailing School | Deephaven | MN | 05/2025 | 10/2025 |
| The Grocer's Table | Wayzata | MN | 05/2021 | 08/2021 |
| The Grocer's Table | Wayzata | MN | 05/2022 | 08/2022 |
| The Grocer's Table | Wayzata | MN | 05/2023 | 08/2023 |
| The Grocer's Table | Wayzata | MN | 05/2024 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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