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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 | 2023-08-08 |
| NY | RA | APPROVED | 2022-02-08 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2021 | 01/2022 |
| Wykagyl Country Club | New Rochelle | NY | 06/2011 | 12/2021 |
| Maidright Of White Plains | New Rochelle | NY | 05/2015 | 08/2021 |
| Morgan Stanley | New York | NY | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
*479899 - Whytevistas LLC - Maidright Unit Franchise; Investment related - No; Bronx, New York; Residential Cleaning Franchise; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2015; During business hours: 0; After business hours: 0; passive partner *491129- Wykagyl Country Club; Investment related -No; New Rochelle, New York; Recreation; Independent contractor(proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-30 |
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