Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 12/2024 | Present |
| Kaseya | Miami | FL | 10/2023 | 04/2024 |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Indiana University- Bloomington | Bloomington | IN | 08/2019 | 05/2023 |
| Metric Solutions | Miami | FL | 07/2024 | 10/2024 |
| Unemployed | Miami | FL | 05/2023 | 09/2023 |
| Scheck Hillel Community School | Miami | FL | 08/2012 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
Reach out to this advisor