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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 | 2025-09-15 |
| GA | RA | APPROVED | 2025-08-29 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 04/2022 | Present |
| Law Office Of L.H. Lodge | Fort Lauderdale | FL | 02/2022 | 04/2022 |
| Flanagan Law | Sandy Springs | GA | 01/2020 | 01/2022 |
| Ras|Crane | Johns Creek | GA | 01/2019 | 01/2020 |
| Georgia Southern University | Statesboro | GA | 08/2014 | 12/2018 |
| Ubereats | Lawrenceville | GA | 04/2023 | 04/2023 |
| Kroger | Alpharetta | GA | 01/2023 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-04 |
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