Best Investors
Account
Sign in
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 | 2015-08-11 |
| CA | RA | APPROVED | 2011-11-10 |
| AZ | RA | APPROVED | 2010-08-30 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scottsdale | AZ | 06/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*203175 - Coyote Amateur Hockey Association; Investment related No; Scottsdale, Arizona; Coach, Independant Contractor(proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; After business hours: 16; Coaching Amteur Hockey Jr Coyotes *432930-CEM - CEM Arizona Youth Hockey Development Camp; Investment related- No; Montreal, Quebec; Other; Contractor; Apr 2021 ; During business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-27 |
Reach out to this advisor