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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-23 |
| TX | RA | APPROVED_RES | 2022-09-22 |
Branch Locations
233 South Wacker Drive Suite 8600, Chicago, IL 60606 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 03/2022 | Present |
| Ampersand Estate Sales, Inc. | Chicago | IL | 08/2016 | 03/2022 |
*543043 - McLaughlan Group; Investment related No; Northbrook, Illinois; Construction/Engineering; Office Helper (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 8; Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-16 |
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