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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-25 |
| FL | RA | APPROVED | 2016-05-16 |
| TX | RA | APPROVED | 2016-05-09 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
Snowmass Village, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 05/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
1. Veiden, LLC/ Manager/6 hours outside biz hours/investment in real estate 2. *260413- Fechy LLC; Investment related -No; Coral Gables, Florida; Family holding company for investments; Officer (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Investment Decisions/Advice, Check Signing/Funds Disbursements 4. Vieden Sunny Isles LLC; Investment related; Miami, Florida; Family Holding Company; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 6 5. *379978- Trust; Investment related Yes; Trust; Trustee; Sep 2019 6. *379975 - Trust; Investment related Yes; Trust; Trustee; Sep 2019 7. *384857 - Vieden Art LLC; Investment related ; Family holding company; Manager of LLC (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019. 8. *385328 - Trust; Trustee; Dec 2019; During business hours: 0; After business hours: 5 9. *384858 - Vieden Alternatives LLC; Investment related Yes; Coral Gables, FL; hedge funds and private equity funds; Officer (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 5; Investment Decisions/Advice. 10. *412307 - Vieden Alternatives II LLC; Investment related - Yes; Coral Gables, Florida; Hold private equity funds; Officer (proprietor, partner, officer, director, employee, trustee, agent); 09/2020; During business hours: 0; After business hours: 2; Investment Decisions/Advice *480626- Vieden Grove OZ LLC; Investment related Yes; Coral Gables, Florida; Hold real estate investments; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2022; During business hours: 0; After business hours: 2+; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-04 |
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