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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 | 2024-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 07/2022 | 11/2022 |
| J.P. Morgan Securities Llc | Greenwich | CT | 07/2022 | 11/2022 |
| Keybank/Keycorp And Its Affiliates | Syracuse | NY | 05/2021 | 08/2021 |
| Doordash | Syracuse | NY | 02/2020 | 07/2020 |
| Rothschild Early Childhood Center / Temple Adath Yeshurun | Syracuse | NY | 06/2019 | 09/2019 |
| Popeye's Louisiana Kitchen | Syracuse | NY | 05/2017 | 09/2017 |
| Syracuse Housing Authority | Syracuse | NY | 01/2017 | 04/2017 |
| Unemployed | Syracuse | NY | 12/2014 | 12/2016 |
| Unemployed | Syracuse | NY | 10/2017 | 07/2018 |
| Syracuse University | Syracuse | NY | 09/2019 | 12/2019 |
| Syracuse University | Syracuse | NY | 08/2018 | 12/2018 |
| J.P. Morgan Securities Llc | Greenwich | CT | 05/2023 | 06/2024 |
| Jpmorgan Chase Bank, N.A. | Greenwich | CT | 05/2023 | 06/2024 |
| Syracuse University | Syracuse | NY | 08/2018 | 05/2022 |
| Office Of Financial Literacy, Syracuse University | Syracuse | NY | 01/2021 | 05/2021 |
| Unemployed | Greenwich | CT | 12/2022 | 04/2023 |
| Unemployed | Syracuse | NY | 06/2022 | 06/2022 |
| Morgan Stanley | New York | NY | 12/2024 | Present |
| Unemployed | Nanuet | XX | 06/2024 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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