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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-01 |
| NY | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-11-14 |
| GA | RA | APPROVED | 2025-02-11 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2023 | Present |
| Southern Connecticut State University School Of Business | New Haven | CT | 01/2022 | 05/2023 |
| Ameriprise Financial Services | North Haven | CT | 06/2022 | 12/2022 |
| Elite Diamond Performance | East Hanover | NJ | 12/2021 | 01/2022 |
| Fintegrity | Tenafly | NJ | 07/2020 | 11/2020 |
| Southern Connecticut State University | New Haven | CT | 08/2020 | 12/2021 |
| Binghamton University | Vestal | NY | 08/2017 | 06/2020 |
| Ridgewood Public High School | Ridgewood | NJ | 09/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-26 |
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