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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 | 2024-12-06 |
| FL | RA | APPROVED | 2024-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Miami | FL | 10/2019 | 04/2021 |
| Unemployed | Miami | FL | 02/2015 | 10/2019 |
| Morgan Stanley | Miami | FL | 04/2021 | Present |
*666821 - Real Estate; Investment Related - Yes; Brazil; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2025; During Business Hours: 0; After Business Hours: 0; Co-owner of an inherited apartment in Brazil, of my late father with my siblings
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2024-09-30 |
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