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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-18 |
| NY | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Morgan Stanley | New York City | NY | 07/2022 | 08/2022 |
| Morgan Stanley | New York City | NY | 06/2023 | 08/2023 |
| Morris County School District Community School | Morristown | NJ | 10/2018 | 03/2020 |
| University Of Notre Dame | Notre Dame | IN | 08/2020 | 05/2024 |
| Morris County School Of Technology | Denville | NJ | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-10 |
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