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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 | 2022-12-20 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 02/2022 | 05/2022 |
| Instacart | Blauvelt | NY | 06/2020 | Present |
| Lehigh University | Bethlehem | PA | 08/2017 | 05/2021 |
| Anthos Properties | Nanuet | NY | 05/2019 | 08/2020 |
| Davis Sports Shop | Sloatsburg | NY | 05/2018 | 07/2018 |
| Tappan Zee High School | Orangeburg | NY | 09/2013 | 06/2017 |
| Morgan Stanley | New York | NY | 12/2022 | Present |
*534692- Instacart; Investment related No; Sacramento, California; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-16 |
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