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Mason T White

Morgan Stanley

Purchase, NY

Alpharetta, GA

CRD 8251152

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-06-04
  • GA RA
    APPROVED
    Since 2026-06-04

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

1 Edison Drive, Alpharetta, GA 30005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Alpharetta GA 05/2026 Present
United Parcel Service Alpharetta GA 08/2021 04/2026
Mcdaniel College Westminster MD 08/2019 05/2021
Austin's Restaurant Bar & Grill West Lawn PA 07/2015 12/2019
  • 05/2026 → Present
    Morgan Stanley
    Alpharetta, GA
  • 08/2021 → 04/2026
    United Parcel Service
    Alpharetta, GA
  • 08/2019 → 05/2021
    Mcdaniel College
    Westminster, MD
  • 07/2015 → 12/2019
    Austin's Restaurant Bar & Grill
    West Lawn, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-20
  • S66 Uniform Combined State Law Examination
    2025-10-20

View on SEC IAPD

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