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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 | 2010-05-17 |
| IL | RA | APPROVED | 2010-03-10 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Chicago | IL | 12/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
CORE CAPITAL CONSULTANTS, NON-INVESTMENT RELATED, COMMERCIAL REALESTATE DEST. PLACEMENT/CONSULTING FIRM. POSITION WAS SO-FOUNDER/MANAGING PARTNER/ STARTED 4/2008 AND WILL END IN 12/2009. I WILL SPEND 0 HOURS ON THIS BUSINESS. THERE IS A SMALL CHANCE THAT I COULD RECEIVE PAYMENT OF DEALS THAT CLOSE IN THE NEXT THREE MONTHS. MY PARTNER IS HANDLING THEM FOR ME. *565170 - St Ignatius Hockey Club; Investment related: No; Chicago, Illinois; Sports, Children/Youth; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 10; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-05 |
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