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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED | 2021-05-24 |
| NJ | RA | APPROVED | 2021-05-21 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Paramus | NJ | 07/2007 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*497160- Pequenakonck Elementary School PTO; Investment related -No; North Salem, New York; Public Schools; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 1; After business hours: 3; Administrative *628695- North Salem School District; Investment related: No; North Salem, New York; Education; Communications Committee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 0.5; Administrative, The committee reviews processes within the school district to find best practices and efficiencies *628327 - North Salem School District Audit Committee; Investment related: No; North Salem, New York; Public Schools; Other Committee - Resident Committee Member, Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 3; Administrative:Other - The committee reviews processes within the school district to find best practices and efficiencies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-20 |
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