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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-05 |
| TX | RA | APPROVED | 2023-09-05 |
Branch Locations
760 South West 9Th Avenue Suite 2100, Portland, OR 97205 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Portland | OR | 01/2013 | Present |
| E*Trade Capital Management Llc | Portland | OR | 01/2013 | Present |
| Morgan Stanley | Portland | OR | 03/2023 | Present |
| Morgan Stanley | Portland | OR | 09/2023 | Present |
| Morgan Stanley | Portland | OR | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2009-03-16 |
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