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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 | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Jacksonville | FL | 06/2022 | 05/2025 |
| Ernst&Young | Jacksonville | FL | 06/2021 | 04/2022 |
| Student At Georgia State University | Atlanta | GA | 04/2017 | 08/2021 |
| Student At Dallas Community College | Dallas | TX | 08/2016 | 04/2017 |
| Morgan Stanley | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-07 |
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