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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 | 2025-02-14 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc. | San Antonio | TX | 04/2015 | 05/2020 |
| Usaa Financial Planning Services | San Antonio | TX | 06/2015 | 05/2020 |
| Hayward Gaude Photography | San Antonio | TX | 05/2017 | 10/2019 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Charles Schwab & Co, Inc. | San Antonio | TX | 05/2020 | 02/2025 |
| Charles Schwab Bank, Ssb | San Antonio | TX | 07/2021 | 02/2025 |
| Morgan Stanley | San Antonio | TX | 02/2025 | Present |
*628677- Element Luxury Fitness, LLC.; Investment related: Yes; San Antonio, Texas; Recreation; Stakeholder (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 5; Administrative, Other *628671- Bella Hampton Photography; Investment related:Yes; San Antonio, Texas; Photography, Creative Content; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 10; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-15 |
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