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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 | 2022-10-03 |
| CA | RA | APPROVED | 2022-08-29 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Menlo Park | CA | 05/2022 | Present |
| Keybank | Seattle | WA | 07/2021 | 02/2022 |
| Keybank | Eugene | OR | 06/2020 | 08/2020 |
| Barney's Gourmet Hamburgers | Oakland | CA | 06/2019 | 08/2019 |
| Unemployed | Oakland | CA | 02/2022 | 05/2022 |
| University Of Oregon | Eugene | OR | 09/2017 | 06/2021 |
| Student | El Dorado Hills | CA | 08/2003 | 05/2017 |
| Unemployed | Oakland | CA | 05/2017 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-26 |
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