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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-28 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 09/2024 | Present |
| Hamilton Farm Golf Club | Gladstone | NJ | 05/2021 | 08/2024 |
| Morgan Stanley | Morristown | NJ | 07/2022 | 08/2022 |
| Morgan Stanley | Morristown | NJ | 07/2023 | 08/2023 |
| University Of South Carolina | Columbia | SC | 08/2020 | 05/2024 |
| High School | West Orange | NJ | 09/2016 | 05/2020 |
| Department Of Criminal Justice | Whippany | NJ | 06/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-18 |
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