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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 | 2025-10-10 |
| FL | RA | APPROVED | 2025-07-11 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brickell 21 Capital Management | Miami | FL | 07/2022 | 06/2025 |
| Florida International University | Miami | FL | 08/2019 | 12/2022 |
| Cristopher Columbus High School | Miami | FL | 08/2015 | 05/2019 |
| Raymond James Financial Services, Inc. | Miami | FL | 07/2022 | 06/2025 |
| Raymond James Financial Services Advisors, Inc | Miami | FL | 11/2024 | 06/2025 |
| Morgan Stanley | Miami | FL | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-04 |
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