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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 | 2017-01-31 |
| NJ | RA | APPROVED | 2016-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Red Bank | NJ | 06/2015 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | Present |
*444535 - Rental Property; Investment related - Yes; Long Branch, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 10; Property Management *658777 - Rental Property; Investment related: Yes; Long Branch, New Jersey; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 10; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-11 |
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