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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 | 2026-04-02 |
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
1901 Main Street Suite 700, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Irvine | CA | 08/2025 | Present |
| University Of Southern California | Los Angeles | CA | 11/2024 | 08/2025 |
| Self Identity Charms Llc | Rancho Mission Viejo | CA | 01/2021 | 01/2024 |
| Wheel Fun Rentals | Dana Point | CA | 08/2020 | 07/2021 |
| Northwestern Mutual | Irvine | CA | 05/2022 | 08/2022 |
| Pitzer College | Claremont | CA | 08/2020 | 12/2023 |
| St. Margaret's Episcopal School | San Juan Capistrano | CA | 08/2016 | 08/2020 |
| University Of Southern California | Los Angeles | CA | 06/2024 | 08/2025 |
| University Of Hawaii Manoa | Manoa | HI | 01/2024 | 06/2024 |
| Lauras Homes | Mission Viejo | CA | 05/2023 | 08/2023 |
*703700- Pomona College; Investment related No; Claremont, California; Education; College Football Assistant Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 40; Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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