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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED_RES | 2020-03-26 |
| IL | RA | APPROVED | 2010-05-27 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
Lauderdale, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 02/2010 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
| Morgan Stanley Smith Barney Llc | Lauderdale | FL | 01/2024 | Present |
(1) Rental Property / Investment Related / Chicago IL / Rental Property / Sole Proprietor, Owner, Partner / Start November 2018 / During business hours: 0 / After business hours: 3 / Landlord.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-26 |
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