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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2021-09-16 |
| TX | RA | APPROVED | 2021-09-15 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Miami | FL | 03/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Miami | FL | 11/2016 | 09/2021 |
| Morgan Stanley | Miami | FL | 09/2021 | Present |
1. FREELANCE PHOTOGRAPHY, DBA, DVPRO;NOT INVESTMENT RELATED; MIAMI,FL;100% OWNERSHIP; START DATE 12/19/2018; NUMBER OF HOURS PER MONTH 10;NUMBER OF HOURS DURING TRADING 0;PHOTOGRAPHER. 2.*454634-dvpro; Investment related -No; Miami, Florida; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 10; Labor/Service *631905 - Rental Property; Investment related: Yes; Miami, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-17 |
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