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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-13 |
| MD | RA | APPROVED | 2023-03-28 |
| TX | RA | APPROVED_RES | 2023-03-27 |
| VA | RA | APPROVED | 2023-03-27 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Woodland Hills | CA | 08/2015 | 04/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Woodland Hills | CA | 04/2019 | 01/2023 |
| Bank Of America, N.A. | Woodland Hills | CA | 06/2019 | 01/2023 |
| Morgan Stanley | Atlanta | GA | 01/2023 | Present |
*546062 - CESD; Investment related - No; los angeles, California; Model | Entertainment; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 04/2018; During business hours: 0; After business hours: 10; Labor/Service *577246- Self; Investment related: No; Herndon, Virginia; Civic/Religious/Community; Myself (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-27 |
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