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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-05 |
| TX | RA | APPROVED | 2019-10-08 |
| UT | RA | APPROVED | 2018-10-05 |
Branch Locations
2800 Post Oak Blvd Suite 3200, Houston, TX 77056 • United States
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 01/2015 | Present |
| Morgan Stanley Services Group Inc. | South Jordan | UT | 03/2017 | 02/2018 |
*662150 - Brothers Podcast; Investment related: No; Cypress, Texas; Podcast ; Co-host (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 4; After business hours: 0; Co-host
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-15 |
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