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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-25 |
| TX | RA | APPROVED | 2026-03-25 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Miami | FL | 07/2022 | 09/2023 |
| Basefirma Inc. | Miami | FL | 01/2022 | 05/2022 |
| Oneunited Bank | Miami | FL | 08/2021 | 01/2022 |
| University Of Miami- Canes Central | Coral Gables | FL | 06/2021 | 08/2021 |
| Uhealth Fitness And Wellness Center | Miami | FL | 11/2020 | 06/2021 |
| University Of Miami Parking And Transportation | Coral Gables | FL | 08/2019 | 06/2021 |
| Outdoor Adventures | Coral Gables | FL | 09/2020 | 11/2020 |
| University Of Miami | Coral Gables | FL | 08/2018 | 05/2022 |
| St.ANdrew High School For Girls | Kingston | 09/2012 | 06/2018 | |
| Bank Of America, N.A. | Miami | FL | 07/2022 | 09/2023 |
| J.P. Morgan Securities Llc | New York | NY | 01/2024 | 03/2026 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 01/2024 | 03/2026 |
| Unemployed | Brooklyn | NY | 10/2023 | 12/2023 |
| Unemployed | Coral Gables | FL | 06/2022 | 06/2022 |
| Unemployed | Brooklyn | NY | 07/2018 | 07/2018 |
| Morgan Stanley | New York | NY | 03/2026 | Present |
*704868- Uber Driver; Investment related No; New York, New York; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent);07/2026; During business hours: 0; After business hours: 30; Labor/Service *704956- Door Dash; Investment related: No; San Francisco, California; Automotive/Transportation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 30; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-20 |
Reach out to this advisor