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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 | 2022-11-09 |
| AZ | RA | APPROVED | 2022-11-03 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 06/2022 | 08/2022 |
| Mohave High School | Bullhead City | AZ | 08/2015 | 08/2018 |
| Arizona State University | Tempe | AZ | 08/2018 | 03/2021 |
| Raven Golf Club | Phoenix | AZ | 04/2021 | 06/2022 |
| Amazon | Pheonix | AZ | 12/2020 | 03/2021 |
| Morgan Stanley | Gilbert | AZ | 08/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-02 |
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