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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 | 2022-06-02 |
| CA | RA | APPROVED | 2012-01-11 |
Branch Locations
101 California Street Region 2- Pacific Coast, San Francisco, CA 94111 • United States
3562 Round Barn Circle 1St Floor, Santa Rosa, CA 95403 • United States
Santa Rosa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Santa Rosa | CA | 12/2011 | Present |
1. RENTAL PROPERTY; IN A FAMILY TRUST; 3675 LARCH AVE SOUTH LAKE TAHOE; CURRENTLY RENTED; MANAGED BY A PROPERTY MANAGEMENT COMPANY SO I DO NOT SPEND TIME RUNNING THE DAY TO DAY OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
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