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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-02 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 03/2026 | Present |
| Bank Bbva | Mexico City | 02/2021 | 03/2023 | |
| Databranding | Mexico City | 12/2020 | 07/2021 | |
| Plaza Calzadas Santa Monica | Mexico City | 04/2025 | 02/2026 | |
| Northridge And Universidad Panamericana | Mexico City | 01/2016 | 10/2020 | |
| Bank Bbva | Mexico City | 03/2023 | 04/2025 | |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
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