Best Investors
Account
Sign in
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 | 2024-03-29 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2021 | Present |
| Linqia | San Francisco | CA | 08/2016 | 05/2018 |
| Bravado | San Francisco | CA | 06/2018 | 11/2020 |
*423179 - Parton Street LLC; Investment Related - Yes; Palm City; Florida; Technology; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2020; During Business Hours: 0; After Business Hours:0; Investment decisions. *605252 - Outside DJing; Investment Related - No; New York, New York; Investment/Finance/Banking; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2023; During Business Hours: 0; After Business Hours: 2; Musical entertainment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-09 |
Reach out to this advisor