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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2013-04-29 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 03/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Cottage 66, LLC; Investment related; Sea Island, GA; Rental property; Start date: 09/2006; During business hours: 0; After business hours: 0.2 *455870- Westchester Country Club; Investment related No; Rye, New York; Recreation; Board Member; 09/2021; During business hours: 0; After business hours: 5; *466586- Trust; Investment related Yes; City, State; Trust; Trustee/Co-Trustee; 01/2022; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-26 |
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