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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 | 2022-03-05 |
| NY | RA | APPROVED | 2022-02-22 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Providence College | Providence | RI | 08/2017 | 05/2021 |
| Student | North Andover | MA | 01/2010 | 08/2017 |
| Revere Securities Llc | New York | NY | 08/2021 | 02/2022 |
| Morgan Stanley Smith Barney Llc | New York | NY | 02/2022 | Present |
*710243- ScottPharma Solutions; Investment related: No; Marlborough, Massachusetts; Wholesale/Distribution; Consultant (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 6; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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