Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2025-03-21 |
| MO | RA | APPROVED | 2025-03-18 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Strategies | Saint Louis | MO | 01/2015 | 11/2018 |
| Mercer | Saint Louis | MO | 11/2018 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Clayton | MO | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-15 |
Reach out to this advisor