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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-18 |
| NY | RA | APPROVED | 2021-06-09 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| CT | RA | APPROVED | 2019-05-16 |
Branch Locations
20 Linden Place, Red Bank, NJ 07701 • United States
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
Holmdel, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Red Bank | NJ | 04/2010 | Present |
| Morgan Stanley Services Group Inc. | New York | NY | 03/2017 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-16 |
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