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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 | 2025-08-25 |
| TX | RA | APPROVED | 2025-08-25 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
1585 Broadway, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | Purchase | NY | 08/2022 | 05/2025 |
| Columbia University | New York | NY | 09/2018 | 06/2022 |
| American School Of Madrid | Madrid | 08/2015 | 07/2018 | |
| Morgan Stanley | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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