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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-05 |
| NY | RA | APPROVED | 2026-02-05 |
| TX | RA | APPROVED_RES | 2026-01-12 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | East Brunswick | NY | 01/2022 | 11/2024 |
| Clear Choice Pools And & Spa | Monroe | NJ | 05/2017 | 06/2019 |
| Unitel Group | Millstone Township | NJ | 08/2019 | 11/2022 |
| Full-Time Education | Millstone Township | NJ | 01/2011 | 06/2018 |
| The Prudential Insurance Company Of America | East Brunswick | NY | 09/2022 | 03/2025 |
| Lpl Enterprise, Llc | East Brunswick | NJ | 11/2024 | 03/2025 |
| Morgan Stanley | New York | NY | 01/2026 | Present |
| Unitel Group | Millstone Township | NJ | 12/2024 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
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