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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-13 |
| NY | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2023-11-01 |
| FL | RA | APPROVED | 2023-10-18 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | New York | NY | 08/2013 | 02/2023 |
| Morgan Stanley | Paramus | NJ | 08/2023 | Present |
| Unemployed/Stay At Home Mom | Port St. Lucie | FL | 02/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-08 |
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