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 | 2023-03-01 |
| CA | RA | APPROVED | 2023-02-17 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | San Francisco | CA | 07/2022 | Present |
| Robert Sinskey Vineyards | Napa | CA | 07/2020 | 07/2022 |
| Glass Onion Catering & Gourmet Foods | Richmond | CA | 08/2018 | 07/2020 |
| Glass Onion Catering & Gourmet Foods | Richmond | CA | 06/2018 | 08/2018 |
| Education | Rodeo/Richmond | CA | 01/2012 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
Reach out to this advisor