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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 | 2026-06-01 |
| PA | RA | APPROVED | 2026-04-06 |
Branch Locations
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
1 Liberty Place-1650 Market, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Philadelphia | PA | 12/2014 | 11/2016 |
| Citizens Bank | Philadelphia | PA | 12/2014 | 11/2016 |
| Bank Of America, N.A. | Philadelphia | PA | 11/2016 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 11/2016 | 10/2021 |
| United Capital Financial Advisors, Llc | Irving | TX | 10/2021 | 03/2026 |
| Morgan Stanley | Philadelphia | PA | 03/2026 | Present |
*689195- Rental Income; Investment related: Yes; Philadelphia, Pennsylvania; Rental Property; Rental Property Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-05 |
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