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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 | 2025-05-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stay At Home Parent | Sugarland | TX | 09/2005 | 08/2019 |
| Student | Houston | TX | 08/2019 | 02/2021 |
| New York Life | Houston | TX | 07/2022 | 02/2023 |
| Unemployed | Houston | TX | 02/2023 | 04/2023 |
| The Broughton Investment Group, Inc. | Houston | TX | 04/2022 | 08/2023 |
| N/A | Houston | TX | 02/2021 | 07/2022 |
| Unemployed | Houston | TX | 09/2023 | 12/2023 |
| Next Financial | Houston | TX | 12/2023 | 05/2025 |
| Morgan Stanley | Houston | TX | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-03 |
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