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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 | 2021-02-12 |
| VT | RA | APPROVED | 2018-07-09 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Williston | VT | 06/2013 | 06/2018 |
| Morgan Stanley | Colchester | VT | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*425533 - Power of Attorney; Investment related Yes; Essex Junction, VT; March 2021; During business hours: 0; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-27 |
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