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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 | 2022-11-22 |
| IL | RA | APPROVED | 2022-10-17 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Chicago | IL | 06/2022 | Present |
| Funny People Llc | Niles | IL | 10/2016 | 06/2021 |
| Jump Guy Inflatables | Chicago | IL | 07/2018 | 09/2020 |
| Bronx Consulting House Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Bears Research Group Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Kingsley Consulting House Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Bronco Consulting, Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Opie Consulting Firm Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Blessings Consulting House Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Sooner Consulting, Inc. | Arlington Heights | IL | 09/2021 | 10/2021 |
| Per Se | Wheaton | IL | 04/2018 | 06/2018 |
| Pizza Hut | Kalamazoo | IL | 09/2019 | 11/2019 |
| Doordash, Inc. | San Francisco | CA | 09/2020 | Present |
| Notre Dame College Prep | Niles | IL | 08/2013 | 09/2016 |
*636793- DoorDash; Investment related: No; San Francisco, Illinois; Automotive/Transportation; Driver (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 40; Delivering Food *648744- Augie's; Investment related: No; Chicago, Illinois; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-17 |
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