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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-04-07 |
| CT | RA | APPROVED | 2015-03-16 |
| TX | RA | APPROVED_RES | 2015-02-13 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
2 disclosure categories 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 Smith Barney Llc | Westport | CT | 02/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
*499705 : Trust ; Investment related : Yes ; Milford ; Connecticut ; Trust ; Trustee/Co-Trustee; 5/2022 ; During business hours : 1 ; After business hours : 0 ; Estate Administration *537737- POA; Investment related-Yes; Orange , Connecticut; 02/2017; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-02 |
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