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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_RES | 2020-04-02 |
| CT | RA | APPROVED | 2017-08-31 |
| FL | RA | APPROVED | 2015-02-12 |
| NJ | RA | APPROVED | 2014-06-09 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
Boynton Beach, FL • 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 |
|---|---|---|---|---|
| Morgan Stanley | Mount Kisco | NY | 06/2009 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Greenwich | CT | 08/2017 | Present |
*686956- rental property; Investment related: Yes; Boynton Beach, Florida; Real Estate; Other - own property they manage (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 0; Other - passive
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-13 |
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