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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 | 2024-06-14 |
| IL | RA | APPROVED | 2024-05-31 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2023 | 01/2024 |
| Morgan Stanley | Colchester | VT | 06/2022 | 08/2023 |
| Grazers | Williston | VT | 02/2019 | 05/2022 |
| Loyola Limited | Chicago | IL | 05/2023 | Present |
| Champlain Valley Union High School | Hinesburg | VT | 08/2016 | 05/2020 |
| Loyola University Chicago | Chicago | IL | 08/2020 | Present |
| Morgan Stanley | Chicago | IL | 01/2024 | 06/2024 |
| Morgan Stanley | Chicago | IL | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-31 |
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