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_RES | 2026-01-06 |
| FL | RA | APPROVED | 2023-02-24 |
| MI | RA | APPROVED | 2020-02-05 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Inc | Bloomfield Hills | MI | 10/2009 | 09/2016 |
| Jpmorgan Chase Bank | Bloomfield Hills | MI | 10/2009 | 09/2016 |
| Fifth Third Securities | Birmingham | MI | 09/2016 | 12/2019 |
| Morgan Stanley | Bloomfield Hills | MI | 02/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-20 |
Reach out to this advisor