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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 | 2023-09-22 |
Branch Locations
24 Waterway Avenue Suite 600, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | The Woodlands | TX | 11/2013 | Present |
*367978 - The Woodlands College Park Football Booster Club; Investment related - No; The Woodlands, TX; Charity / Private Foundation; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); 05/2019;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-08-01 |
| S66 | Uniform Combined State Law Examination | 2023-06-15 |
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