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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 | 2020-03-19 |
| GA | RA | APPROVED | 2018-02-21 |
| FL | RA | APPROVED | 2016-01-22 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 12/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2016 | Present |
*694455 - Rental Property; Investment Related - Yes; Atlanta, Georgia; Rental Property; Married to owner of property (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2026; During Business Hours: 0; After Business Hours: 0; No duties or role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-08 |
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