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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2010-12-20 |
| NJ | RA | APPROVED | 2010-11-30 |
Branch Locations
1212 Troy Schenectady Road, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Latham | NY | 11/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*518951- Trust; Investment related-Yes; Troy, New York;09/2014; During business hours: 1; After business hours: 5 *518749- Trust ; Investment related-Yes; Colonie, New York; 04/2014; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-08 |
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