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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 | 2014-03-03 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
*461722- Trust; Investment related Yes; Milton, Massachusetts; Trust; Trustee/Co-Trustee 03/2022; During business hours: 2; After business hours: 5;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-04-26 |
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