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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 | 2026-06-24 |
| TX | RA | APPROVED | 2026-06-24 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2024 | 06/2026 |
| Unemployed | Point Lookout | NY | 12/2023 | 04/2024 |
| Varonis Systems | New York | NY | 08/2023 | 12/2023 |
| Catholic University Of America | Washington D.C. | DC | 08/2019 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington D.C. | DC | 06/2022 | 03/2023 |
| Town Of Hempstead Aquatics | Hempstead | NY | 06/2018 | 08/2021 |
| Chaminade High School | Mineola | NY | 09/2015 | 06/2019 |
| Chaminade High School | Mineola | NY | 06/2023 | 07/2023 |
| Chaminade High School | Mineola | NY | 09/2018 | 09/2019 |
| Morgan Stanley | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
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