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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 | 2024-10-25 |
| CA | RA | APPROVED | 2024-10-18 |
Branch Locations
1999 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 06/2014 | 03/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2019 |
| Morgan Stanley & Co., Llc | New York | NY | 11/2016 | 05/2017 |
| Morgan Stanley & Co., Llc | Los Angeles | CA | 03/2019 | 10/2024 |
| Morgan Stanley Smith Barney Llc | Los Angeles | CA | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-08 |
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