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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-04-22 |
| TX | RA | APPROVED_RES | 2025-02-28 |
| NY | RA | APPROVED | 2022-09-15 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
55 East 52Nd Street, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 10/2021 | Present |
| Illinois Secretary Of State | Chicago | IL | 05/2020 | 08/2020 |
| Banner Collective | Chicago | IL | 05/2019 | 08/2019 |
| John Karzen Basketball Camp | Glenview | IL | 05/2018 | 08/2018 |
| Syracuse University | Syracuse | NY | 08/2017 | 05/2021 |
| Unemployed | Glenview | IL | 05/2021 | 10/2021 |
| Glenbrook North High School | Northbrook | IL | 08/2013 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
*498440 - The Boys Do Breaks; Investment related No; Glenview, Illinois; Art/Culture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 15; Sales/Marketing, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-24 |
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