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 |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED | 2020-02-05 |
| MD | RA | APPROVED | 2020-01-30 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keel Point Capital, Llc | Vienna | VA | 03/2016 | 03/2018 |
| Keel Point, Llc | Vienna | VA | 03/2016 | 03/2018 |
| Ameriprise Financial Services, Inc. | Bethesda | MD | 04/2018 | 11/2019 |
| Morgan Stanley | Potomac | MD | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-28 |
Reach out to this advisor