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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 | 2026-02-09 |
| NJ | RA | APPROVED | 2015-04-07 |
Branch Locations
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • 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 | Paramus | NJ | 04/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2015 | Present |
TERKOWITZ FAMILY TRUST. TRUSTEE OF INSURANCE TRUST. 8/22/06, TRUSTEE, NO TIME SPENT. The Eig Group; Investment related No; Technology; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); Sep/2018; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-02 |
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