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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 | 2025-09-01 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Securities Llc | San Antonio | TX | 08/2016 | 03/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Antonio | TX | 03/2020 | 08/2025 |
| Bank Of America N.A. | San Antonio | TX | 05/2020 | 08/2025 |
| Morgan Stanley | San Antonio | TX | 08/2025 | Present |
*656725 - 4T Coastal Properties LLC; Investment related: Yes; San Antonio, Texas; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-07 |
| S65 | Uniform Investment Adviser Law Examination | 1995-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-11 |
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