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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED | 2026-02-11 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Temple Terrace | FL | 02/2022 | Present |
| Westrock Pool And Spa | Nanuet | NY | 05/2021 | 07/2021 |
| The Dawg House | Nanuet | NY | 07/2017 | 12/2020 |
| Kohl's | Nanuet | NY | 06/2019 | 01/2022 |
| University Of South Florida | Tampa | FL | 08/2018 | 12/2021 |
| Clarkstown High School South | West Nyack | NY | 09/2014 | 06/2018 |
| Morgan Stanley | Temple Terrace | FL | 01/2023 | Present |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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