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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-26 |
| CA | RA | APPROVED | 2016-11-05 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 08/2016 | Present |
*591770 - East Bay Eclipse Soccer Club; Investment related-No; Moraga, California; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 2; youth soccer referee. my son play soccer for this club and this is a parent job.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-19 |
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