Best Investors
Account
Sign in
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 | 2025-07-29 |
| TX | RA | APPROVED_RES | 2025-07-29 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 11/2014 | 12/2018 |
| Investacorp | Miami | FL | 02/2019 | 07/2020 |
| Associated Investor Services Inc | Fort Lauderdale | FL | 02/2019 | 10/2022 |
| Unemployed | Jacksonville | FL | 12/2018 | 02/2019 |
| Securities America, Inc. | Ft. Lauderdale | FL | 07/2020 | 10/2022 |
| Tiaa | Boca Raton | FL | 10/2022 | 06/2025 |
| Tiaa-Cref Individual & Institutional Services, Llc | Boca Raton | FL | 10/2022 | 06/2025 |
| Morgan Stanley | Tampa | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-22 |
Reach out to this advisor