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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 | 2022-04-26 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxley Capital Management, Llc | North Cape May | NJ | 10/2021 | 11/2021 |
| Oxley Capital Management, Llc | North Cape May | NJ | 02/2021 | 11/2021 |
| Unemployed | Sayreville | NJ | 06/2020 | 02/2021 |
| Tabula Rasa Healthcare | Moorestown | NJ | 01/2020 | 04/2020 |
| Full-Time Student | Sayreville | NJ | 09/2009 | 06/2020 |
| Morgan Stanley | New York | NY | 03/2022 | Present |
| Guidehouse | New York | NY | 11/2021 | 11/2021 |
| Unemployed | Sayreville | NJ | 11/2021 | 03/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
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