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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 | 2026-01-28 |
| UT | RA | APPROVED | 2026-01-28 |
Branch Locations
Saratoga Springs, UT • United States
680 West 10000 South, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 02/2022 | 09/2023 |
| Us Health Advisors | Orem | UT | 08/2020 | 01/2022 |
| Elco Administrative Services | Saint Louis | MO | 11/2018 | 07/2020 |
| Enterprise Rent-A-Car Company Of Ut Llc | Midvale | UT | 01/2016 | 11/2018 |
| Morgan Stanley | South Jordan | UT | 01/2023 | Present |
| Morgan Stanley | Sandy | UT | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
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