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 | 2025-01-07 |
| NJ | RA | APPROVED | 2014-03-28 |
Branch Locations
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Paramus | NJ | 03/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)OUTSIDE BUSINESS: BOROUGH OF DUMONT ADDRESS: 50 WASHINGTON AVENUE DUMONT NJ POSITION: RECYCLING COORDINATOR DUTY: RESPONSIBLE FOR THE RECYCLING PROGRAMS OF THE BOROUGH NATURE: RECYCLING INVESTMENT RELATED: NO TIME: 2 HRS/MO COMMENT: NONE. 2)BUSINESS OR ACTIVITY NAME: 257 UNION AVE LIMITED LIABILITY COMPANY FOR PROFIT OR NOT FOR PROFIT: FOR PROFIT INVESTMENT RELATED: YES 2 FAMILY HOME ADDRESS OF BUSINESS: CLIFTON NJ NATURE OF BUSINESS: RENTAL YOUR POSITION, TITLE, ASSOCIATION: SOLE OWNER START DATE OF RELATIONSHIP: 12/2010 NUMBER OF HOURS DEVOTED PER MONTH: 2 HOURS NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0 YOUR DUTIES: MANAGE REAL ESTATE PROPERTY. 3)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: 298 LUDDINGTON AVE ADDRESS OF BUSINESS: CLIFTON, NJ NATURE OF BUSINESS: 2 FAMILY HOME COMPENSATION FOR ACTIVITY: YES POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/15/2013 4)FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT NAME OF OUTSIDE BUSINESS ORGANIZATION: 838 PAULISON ADDRESS OF BUSINESS: CLIFTON, NJ NATURE OF BUSINESS: 2 FAMILY HOME COMPENSATION FOR ACTIVITY: YES POSITION, TITLE, ASSOCIATION: OWNER START DATE OF RELATIONSHIP: 10/15/2013 RENTAL INCOME FROM 2 FAMILY HOME AT - 298 LUDDINGTON AVENUE, CLIFTON NJ 07661YES1.00.042,700 ANNUALLY IN GROSS RENTAL INCOMEASSIST IN MANAGING 2 FAMILY RENTAL HOMES IN CLIFTON, NJ FAMILY HOME AT 838 PAULISON AVENUE, CLIFTON NJ 07013YES1.00.00RECEIVE 39,000 ANNUALLY IN GROSS RENTAL INCOME.ASSIST IN MANAGING 2 FAMILY RENTAL HOME. RENTAL OF 2 FAMILY HOME AT 257 UNION AVENUE CLIFTON, NJ 07013YES1.00.0RECIEVE $45,000 IN GROSS RENTAL INCOME ANNUALLY.ASSIST IN THE MANAGEMENT OF THIS 2 FAMILY RENTAL HOME. SINGLE-FAMILY HOME AT 14 TILLMAN STREET, WESTWOOD NJYES0.000.0048,000 ANNUALLY.ASSIST IN MANAGING THE PROPERTY. Government / Municipality / Political; Investment related No; Volunteering; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Jul/2018; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-05 |
Reach out to this advisor