Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-09 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Securities | Melville | NY | 01/2017 | 08/2017 |
| Merrill Lynch | South Farmingdale | NY | 11/2018 | 03/2022 |
| Bank Of America, N.A. | South Farmingdale | NY | 11/2018 | 03/2022 |
| Snl Beverage Inc | Lindenhurst | NY | 02/2015 | 05/2018 |
| Unemployed | Melville | NY | 06/2018 | 10/2018 |
| The Prudential Insurance Company Of America | Melville | NY | 02/2017 | 07/2017 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2022 | 08/2022 |
| Douglas Keller | New York | NY | 04/2022 | 08/2022 |
| Raymond James & Associates, Inc. | Rockville Centre | NY | 11/2022 | 02/2023 |
| Morgan Stanley | New York | NY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-02 |
Reach out to this advisor