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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Red Bank | NJ | 11/2013 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Shrewsbury | NJ | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
*642670 Middlesex County Regional Chamber of Commerce; Investment related-No; New Brunswick, New Jersey; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 0; After business hours: 2; Business Development/Growth, Fundraising *642672 - The Grande at Colts Neck; Investment related-No; Colts Neck, New Jersey; Other; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2016; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements. *642667- Elijah's Promise; Investment related-No; New Brunswick, New Jersey: Health and Welfare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 2; Business Development/Growth, Check Signing/Funds Disbursements, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-28 |
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