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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-16 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2022 | Present |
| Pavelogic | Greenville | SC | 08/2021 | 12/2021 |
| Unemployed (Searching For A Job) | Clifton Park | NY | 01/2022 | 05/2022 |
| Aflac | Saratoga | NY | 06/2021 | 08/2021 |
| Student (Clemson University) | Clemson | SC | 08/2019 | 05/2021 |
| O'TOole's Restaurant And Pub | Albany | NY | 06/2019 | 08/2019 |
| Tct Federal Credit Union | Clifton Park | NY | 02/2017 | 08/2018 |
| Student (Clemson University) | Clemson | SC | 08/2018 | 05/2019 |
| Student (High School) | Clifton Park | NY | 08/2013 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-15 |
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