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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2021-05-27 |
| NJ | RA | APPROVED | 2016-06-24 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | Present |
*259285 - Murray Hill Terrace Condominium; Investment related Yes; New York, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2022; During business hours: 0; After business hours: 3; Landlord *554754- Madison Green Condominium; Investment related-Yes; New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2023; During business hours: 0.5; After business hours: 1.5; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-26 |
Reach out to this advisor