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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 | 2024-02-02 |
| CA | RA | APPROVED | 2024-01-24 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | San Jose | CA | 05/2015 | 10/2023 |
| Morgan Stanley | Menlo Park | CA | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-17 |
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