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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 | 2023-04-04 |
| AZ | RA | APPROVED | 2023-03-30 |
Branch Locations
14850 North Scottsdale Road Suite 600, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Phoenix | AZ | 04/2022 | 09/2022 |
| Minnesota Life Insurance Co | St Paul | MN | 04/2022 | 09/2022 |
| Securian Financial Services Inc | St Paul | MN | 04/2022 | 09/2022 |
| Dinerstein Companies | Tucson | AZ | 11/2021 | 08/2022 |
| Jd Mellberg Financial | Tucson | AZ | 05/2021 | 08/2021 |
| Stonehome Brewing Co. | Watford City | ND | 05/2019 | 08/2019 |
| Owosso High School | Owosso | MI | 08/2013 | 05/2017 |
| University Of Arizona | Tucson | AZ | 08/2017 | 05/2022 |
| Morgan Stanley | Scottsdale | AZ | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-29 |
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