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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-15 |
Branch Locations
8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Long Valley Pub And Brewery | Long Valley | NJ | 10/2016 | 08/2018 |
| The Lamplighter | Chester | NJ | 06/2021 | 08/2021 |
| Baylor University | Waco | TX | 08/2018 | 06/2021 |
| Baylor University | Waco | TX | 08/2021 | 05/2022 |
| Fidelity Investments | Westlake | TX | 07/2022 | 09/2025 |
| West Morris Central High School | Chester | NJ | 09/2014 | 06/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 09/2025 |
| Morgan Stanley | Dallas | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-16 |
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