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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 | 2020-05-05 |
| NC | RA | APPROVED | 2012-03-12 |
Branch Locations
3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Raleigh | NC | 02/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. LOUIS POPIELARCHECK MERRYANNE POPIELARCHECK- VIRGINIA CREEPER LANE WILLOW SPRING NC 27592- REAL ESTATE RENTALS- OWNERS, MANAGEMENT OF RENTAL PROPERTIES. THIS REQUIRES VERY LITTLE OF MY TIME- 01/2012- MONTHLY RENTAL INCOME- 1 HOUR OUTSIDE BUSINESS HOURS, 0 SHARES HELD- THIS IS A RENTAL COMPANY THAT MY WIFE AND I OWN. WE HAVE 5 INDIVIDUAL HOMES THAT WE RENT TO OUT TENANTS. WE COLLECT MONTHLY RENT FROM THESE TENANTS. MY TIME ON THIS COMPANY DURING NORMAL BUSINESS HOURS ARE "0" * 353397 - WSP Farms, LLC; Investment related Yes; Raleigh, NC; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Sept 2018; During business hours: 1; After business hours:10; Property Management. *492018- LM5 FIELD OF VISIONS; Investment related Yes; Holly Springs, North Carolina; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 4; Labor/Service, Property Management *549873 - H 7 Outdoors LLC; Investment related: Yes; Raleigh, North Carolina; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0; After business hours: 2; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-08 |
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