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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED_RES | 2024-09-12 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami Dade College | Miami | FL | 03/2012 | 05/2021 |
| Cvz Corp | Miami | FL | 05/2021 | 11/2021 |
| Merrill Lynch | Miami | FL | 11/2021 | 11/2021 |
| Bolton Global Capital | Miami | FL | 11/2021 | 08/2024 |
| Manny Iriarte Enterprises | Miami | FL | 12/2021 | 12/2023 |
| Bolton Global Asset Management | Miami | FL | 08/2022 | 08/2024 |
| Morgan Stanley | Miami | FL | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-24 |
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