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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-26 |
| TX | RA | APPROVED | 2023-10-12 |
| NY | RA | APPROVED | 2023-09-30 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
Two Jericho Plaza, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 05/2022 | Present |
| Strathmore Vanderbilt Country Club | Manhasset | NY | 06/2020 | 12/2020 |
| Musso & Tarantino Mds | Howard Beach | NY | 05/2021 | 05/2022 |
| University Of Miami | Coral Gables | FL | 08/2016 | 05/2020 |
| N/A | Manhasset | NY | 01/2021 | 04/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-30 |
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