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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 | 2022-09-02 |
| MI | RA | APPROVED | 2022-08-12 |
Branch Locations
40705 Woodward Avenue Suite 200, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Bloomfield Hills | MI | 07/2022 | Present |
| Aaa Dave Brown Insurance Agency | Clinton Twp. | MI | 01/2021 | 06/2022 |
| Ave Maria University | Ave Maria | FL | 08/2020 | 05/2021 |
| Aaa Dave Brown Insurance Agency | Clinton Twp. | MI | 05/2020 | 08/2020 |
| Universal Tool Equipment And Controls Inc | Sterling Heights | MI | 05/2018 | 08/2018 |
| Aaa Dave Brown Insurance Agency | Clinton Twp. | MI | 05/2019 | 08/2019 |
| Ave Maria University | Ave Maria | FL | 08/2017 | 05/2021 |
| Aaa Dave Brown Insurance Agency | Clinton Twp. | MI | 01/2016 | 08/2017 |
| De La Salle Collegiate | Warren | MI | 08/2013 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-12 |
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