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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_RES | 2021-11-10 |
| FL | RA | APPROVED | 2021-11-03 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Popular Securities, Llc | San Juan | PR | 06/2014 | 10/2017 |
| Popular Securities, Llc | San Juan | PR | 10/2017 | 07/2019 |
| Ubs Financial Services Inc. | New York | NY | 07/2019 | 10/2021 |
| Morgan Stanley | Miami | FL | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
*687172- On Three Photo Booth, LLC; Investment related: Yes; Miami, Florida; Photo Booth; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04-2026; During business hours: 0; After business hours: 8; Business Development/Growth; Property Management; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-10-21 |
| S65 | Uniform Investment Adviser Law Examination | 2014-09-05 |
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