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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-10 |
| TX | RA | APPROVED | 2023-03-09 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Irvine | CA | 08/2022 | 03/2023 |
| University Of California, Irvine | Irvine | CA | 09/2018 | 06/2022 |
| Flufflie's | Midway City | CA | 06/2018 | 08/2018 |
| Unemployed | Midway City | CA | 01/2009 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Irvine | CA | 03/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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