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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-04-01 |
| NY | RA | APPROVED | 2021-10-08 |
| TX | RA | APPROVED_RES | 2021-10-08 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing | Seattle | WA | 04/2015 | 11/2016 |
| Citigroup | New York | NY | 11/2016 | 10/2021 |
| Morgan Stanley Smith Barney Llc | New York | NY | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
*614569 - avidan holdings llc; Investment Related - Yes; tenafly, New Jersey; Real Estate; Partner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2024; During Business Hours: 0; After Business Hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-05 |
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