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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2020-03-20 |
| TX | RA | APPROVED | 2020-03-20 |
| WA | RA | APPROVED | 2017-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Kennewick | WA | 01/2010 | 03/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Richland | WA | 02/2010 | 03/2017 |
| William Meredith And Company Llc | Richland | WA | 01/2011 | 03/2017 |
| Mid Columbia Symphony | Richland | WA | 09/2016 | 03/2017 |
| Morgan Stanley Wealth Management | Bozeman | MT | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-26 |
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