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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-24 |
| TX | RA | APPROVED | 2024-04-24 |
Branch Locations
Kings Park, NY • United States
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Hauppauge | NY | 04/2016 | 10/2016 |
| Mml Investors Services | Hauppauge | NY | 04/2016 | 10/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 10/2016 | 04/2024 |
| Bank Of America, N.A. | Melville | NY | 10/2016 | 04/2024 |
| Morgan Stanley | Garden City | NY | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-27 |
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