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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 | 2026-05-29 |
| NY | RA | APPROVED | 2025-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2022 | Present |
| Italy-America Chamber Of Commerce | New York | NY | 09/2019 | 07/2022 |
| Unfpa | New York | NY | 06/2019 | 08/2019 |
| Crime Victim Center | St. Louis | MO | 05/2018 | 08/2018 |
| Westminster Parliament House Of Lords | London | 06/2017 | 07/2017 | |
| Washington University In St. Louis | St. Louis | MO | 08/2018 | 05/2019 |
| Washington University In St. Louis | St. Louis | MO | 08/2017 | 05/2018 |
| Washington University In St. Louis | St. Louis | MO | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-13 |
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