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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-19 |
| NH | RA | APPROVED | 2010-03-29 |
Branch Locations
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 | Wellesley | MA | 03/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1) Real estate; Investment related; Boston, MA; rental property; Owner; 01/2015; During business hours: 0; After business hours: 5 2) *217254 - Rental Property; Investment related - Yes: las vegas, Nevada; Real Estate; owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2007; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-01 |
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