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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 | 2026-02-13 |
| TX | RA | APPROVED | 2023-10-27 |
| NJ | RA | APPROVED | 2022-08-24 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2022 | Present |
| Mass Mutual | Warren | NJ | 05/2021 | 02/2022 |
| Walgreens | Green Brook | NJ | 03/2020 | 06/2020 |
| 24/7 Teach | New York | NY | 05/2019 | 08/2019 |
| Harmon Discount Store | Green Brook | NJ | 03/2017 | 08/2017 |
| University Of South Carolina | Columbia | SC | 08/2017 | 05/2021 |
| Watchung Hills Regional High School | Warren | NJ | 09/2013 | 06/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-23 |
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