Best Investors
Account
Sign in
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 | 2025-10-15 |
| GA | RA | APPROVED | 2025-05-02 |
Branch Locations
500 Westpark Dr Suite 100, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Hartford | CT | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Hartford | CT | 11/2016 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Peachtree City | GA | 05/2025 | Present |
| Unemployed | Macon | GA | 01/2025 | 05/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
(1) CHICKARELLI FARMS / NOT INVESTMENT RELATED / MACON, GA / CHICKEN FARM / 100% OWNERSHIP / START 03-DECEMBER-2018 / 30 HOURS DEVOTED PER MONTH / 0 DURING TRADING / RAISING CHICKENS AND POTENTIALLY OTHER ANIMALS. POTENTIAL SALE OF EGGS AND LIVESTOCK. (2) CO-TRUSTEE FOR BROTHER-IN-LAW'S TRUST / INVESTMENT RELATED / MACON, GA / START 03-OCTOBER-2024 / 1 HOUR DEVOTED PER MONTH / 1 HOUR DURING TRADING. (3) HICKORYWOOD LLC / NOT INV RELATED/ NEW YORK, NY / 25% OWNERSHIP / START 31-DECEMBER-2024 / 1 HOUR DEVOTED PER MONTH / 0 DURING TRADING / HOLDING FAMILY REAL ESTATE. (4) RENTAL PROPERTY / INVESTMENT RELATED / PLYMOUTH, MA / 25% OWNERSHIP / START 01-JANUARY-2025 / 1 HOUR DEVOTED PER MONTH / 0 DURING TRADING / CO-OWNER OF RENTAL PROPERTY. *638752- Pamela Nichols DBA Chickarelli Farm; Investment related-No; Macon, Georgia; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);01/2018; During business hours: 0; After business hours: 30; Labor/Service, Sales/Marketing, Check Signing/Funds Disbursements, Accounting/Bookkeeping, Administrative, Business Development/Growth, Customer Service, Property Management. *639663 - Hickorywood LLC; Investment Related - Yes; Plymouth, Massachusetts; Real Estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-21 |
Reach out to this advisor