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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 | 2025-03-14 |
| NJ | RA | APPROVED | 2025-01-30 |
| NY | RA | APPROVED | 2025-01-30 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schroder Investment Management North America Inc | New York | NY | 06/2014 | 01/2023 |
| Unemployed | Chatham | NJ | 01/2023 | 12/2024 |
| Morgan Stanley | Morristown | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-07 |
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