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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 | 2026-05-22 |
| TX | RA | APPROVED | 2024-08-09 |
| NH | RA | APPROVED | 2024-08-01 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Houston | TX | 05/2022 | Present |
| Dartmouth College | Hanover | NH | 09/2015 | 06/2021 |
| None | Lyme | NH | 06/2021 | 05/2022 |
*541801 - Trust; Investment related: Yes; Greenwich, Connecticut; Trust; Trustee/Co-Trustee; 05/2016; During business hours: 0; After business hours: 1; *503665 - POA; Investment related: Yes; Hyannis, Massachusetts; POA; 03/2022; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-01 |
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