Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-27 |
| NY | RA | APPROVED | 2026-04-24 |
Branch Locations
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 | 03/2022 | Present |
| Pergola Haus | Montclair | NJ | 08/2020 | 02/2022 |
| Egans And Sons | Montclair | NJ | 06/2020 | 09/2021 |
| Ithaca College | Ithaca | NY | 08/2016 | 05/2020 |
| Attend | London | 08/2019 | 12/2019 | |
| Strong Point Wealth Advisors | New York City | NY | 06/2019 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-15 |
Reach out to this advisor