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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 | 2026-05-15 |
| NY | RA | APPROVED | 2026-04-18 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • 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 |
| Popshap | New York | NY | 08/2019 | 11/2019 |
| Unemployed | Sao Paulo | 11/2020 | 06/2021 | |
| Realpa | Dublin | OH | 07/2021 | 10/2021 |
| Eliassen Group | New York | NY | 03/2022 | 06/2022 |
| School - Boston College | Chestnut Hill | NY | 08/2015 | 05/2019 |
| Collabera | New Jersey | NJ | 05/2020 | 10/2020 |
| Unemployed | Brooklyn | NY | 12/2019 | 04/2020 |
| Unemployed | Brooklyn | NY | 11/2021 | 02/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-18 |
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