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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-24 |
| NY | RA | APPROVED | 2024-08-20 |
Branch Locations
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
55 East 52Nd Street, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 05/2022 | 10/2022 |
| Horace Greeley High School | Chappaqua | NY | 07/2015 | 06/2019 |
| University Of Wisconsin - Madison | Madison | WI | 07/2020 | 05/2023 |
| Camp Westmont | Poyntelle | PA | 06/2018 | 08/2018 |
| Whippoorwil Country Club | Armonk | NY | 06/2019 | 08/2020 |
| Metropolitan Golf Association | Elmsford | NY | 04/2019 | 06/2019 |
| Uber Eats | Westchester | NY | 04/2020 | 07/2021 |
| Usa Hockey | Westchester | NY | 08/2018 | 08/2019 |
| Morgan Stanley | New York | NY | 07/2023 | Present |
| Doordash | Madison | WI | 01/2023 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-11 |
Reach out to this advisor