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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 | 2023-11-01 |
| CT | RA | APPROVED | 2023-10-23 |
| NY | RA | APPROVED | 2023-10-23 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stanwich Advisors Llc | Stamford | CT | 10/2016 | 07/2023 |
| Not Employed | Brooklyn | NY | 04/2016 | 10/2016 |
| Morgan Stanley | Greenwich | CT | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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