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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-24 |
| CA | RA | APPROVED | 2026-06-18 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 01/2026 | Present |
| Unemployed | Phoenix | AZ | 08/2023 | 01/2026 |
| Grand Home Holdings Inc. | Phoenix | AZ | 05/2022 | 08/2023 |
| Amazon.cOm, Inc. | Phoenix | AZ | 03/2022 | 04/2022 |
| Unemployed | Phoenix | AZ | 01/2020 | 03/2022 |
| Rc Wealth Management Llc | Kobe | 01/2009 | 12/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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