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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-20 |
| TX | RA | APPROVED | 2025-06-20 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fort Lauderdale | FL | 07/2023 | 11/2024 |
| Saint Andrews School | Boca Raton | FL | 08/2009 | 05/2019 |
| University Of Miami | Coral Gables | FL | 08/2019 | 06/2023 |
| Bank Of America N.A. | Fort Lauderdale | FL | 09/2023 | 11/2024 |
| Morgan Stanley | New York | NY | 06/2025 | Present |
| Unemployed | New York | NY | 12/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-22 |
Reach out to this advisor