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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-14 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-08-28 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amg Funds Llc | Greenwich | CT | 05/2016 | 11/2017 |
| Morgan Stanley & Co. Llc | New York | NY | 12/2017 | 06/2024 |
| Morgan Stanley | New York | NY | 08/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-02 |
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