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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2020-07-07 |
| TX | RA | APPROVED_RES | 2020-07-02 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Atlanta | GA | 06/2014 | 07/2020 |
| Morgan Stanley | Atlanta | GA | 07/2020 | Present |
*500985 - deerbird stables LLC; Investment related Yes; Morganton, Georgia; Real Estate; Investor, Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 10; Labor/Service, Accounting/Bookkeeping *594669 - Deerbird Farm, LLC; Investment Related - Yes; Atlanta, Georgia; Agriculture, Rental Property; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 10; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-08 |
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