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 |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
3280 Peachtree Road Northeast, Suite 2000 Pwm, Atlanta, GA 30305 • 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 Smith Barney Llc | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. PARKER PULLIAM LLC; ATLANTA, GA; INVESTMENT PARTNERSHIP; MANAGER; 03/2008 2. 3D PRINT HOLDINGS, LLC; ATLANTA, GA; MAKES 3D PRINTED PRODUCTS FOR THE CONSUMER MARKET (WITH AN INITIAL FOCUS ON COLLEGE SPORTS).01 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 01/2014 * 413093 - University of Georgia Foundation Board of Trustees; Investment related No; Athens, GA; Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); July, 2021; During business hours: 1; After business hours: 1; Investment Decisions/Advice. *453822 - Marist School; Investment related - Yes; Atlanta, Georgia; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent);09/2021; During business hours: 1; After business hours: 0;Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-05 |
Reach out to this advisor