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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-12 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 09/2022 | Present |
| Columbia University | New York | NY | 12/2019 | Present |
| Huguenot Yacht Club | New Rochelle | NY | 10/2019 | 03/2021 |
| College Steps | Valhalla | NY | 09/2018 | 05/2019 |
| Westchester Community College | Valhalla | NY | 05/2015 | 05/2019 |
| Unemployed | New York | NY | 05/2019 | 10/2019 |
Admissions Office at Columbia University. Non-investment related. 116th Street and Broadway New York, NY 10025 OBI - Employee at Admissions office/ Tour Guide Start Date 12/2019 ~ 3 hours a month Not securities related Duties: Give tours to new students, Talk on the phone with new or prospective students to help out with the process of their application. *521546 - Wag; Investment related: No; West Hollywood, California; Dog Sitting; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2022; During business hours: 0; After business hours: 5; Labor/Service *536565 - The Dean NYC; Investment related: No; New York, New York; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 25; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
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