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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_RES | 2025-07-27 |
| NJ | RA | APPROVED | 2025-07-23 |
| NY | RA | APPROVED | 2025-07-23 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
Monroe, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 04/2013 | 04/2022 |
| Ubs Financial Services Inc | New York | NY | 04/2022 | 07/2025 |
| Morgan Stanley | New York | NY | 07/2025 | Present |
651172 - SSN REP LLC; Investment Related - Yes; Hillsborough, New Jersey; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 1; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-15 |
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