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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 | 2026-01-09 |
| FL | RA | APPROVED | 2025-12-18 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Coral Gables | FL | 01/2025 | Present |
| Truist Bank | Coral Gables | FL | 03/2016 | 01/2025 |
*627209 - Rental property in individuals' names; Investment related: Yes; Miami, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/1996; During business hours: 0; After business hours: 4; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-09 |
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