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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 | 2025-08-25 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2021 | Present |
| Westchester County | White Plains | NY | 02/2021 | 10/2021 |
| Jay M. Korngold M.D., P.C. | New City | NY | 10/2020 | 04/2021 |
| Town Of Ramapo | Suffern | NY | 07/2021 | 09/2021 |
| Real Hot Yoga | Ridgewood | NJ | 12/2020 | 12/2021 |
| Town Of Ramapo | Suffern | NY | 06/2020 | 09/2020 |
| Suny Oneonta | Oneonta | NY | 09/2019 | 05/2020 |
| Town Of Ramapo | Suffern | NY | 06/2019 | 08/2019 |
| Suny Oneonta | Oneonta | NY | 09/2018 | 05/2019 |
| Town Of Ramapo | Suffern | NY | 06/2018 | 08/2018 |
| Suny Oneonta Finance Foundation | Oneonta | NY | 08/2019 | 12/2019 |
| Suny Oneonta | Oneonta | NY | 08/2017 | 05/2018 |
| Suffern High School | Suffern | NY | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-21 |
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