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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 | 2025-09-22 |
| FL | RA | APPROVED | 2025-09-17 |
Branch Locations
200 South Biscayne Boulevard, Suite 1100 Pwm - Latin America, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 08/2022 | Present |
| Epgd Business Law | Miami | FL | 08/2021 | 07/2022 |
| International Compliance Solutions, Llc | Miami | FL | 06/2020 | 07/2020 |
| International Compliance Solutions, Llc | Miami | FL | 06/2019 | 07/2019 |
| Katz, Barron, Squitero, & Faust | Miami | FL | 06/2018 | 07/2018 |
| Katz, Barron, Squitero, & Faust | Miami | FL | 06/2017 | 07/2017 |
| St. Brendan High School | Miami | FL | 07/2013 | 05/2017 |
| American University, School Of Public Affairs (Washington, Dc) | Washington | DC | 08/2017 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-16 |
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