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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 | 2026-03-04 |
| GA | RA | APPROVED | 2026-02-06 |
Branch Locations
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Boston | MA | 08/2022 | 08/2025 |
| John Hancock | Boston | MA | 05/2022 | 08/2025 |
| The Home Depot | Marietta | GA | 01/2019 | 05/2022 |
| Full-Time Education | Kennesaw | GA | 12/2018 | 01/2019 |
| The Perfect Game | Cartersville | GA | 01/2018 | 11/2018 |
| Full-Time Education | Kennesaw | GA | 01/2017 | 01/2018 |
| Moxie Burger | Marietta | GA | 04/2016 | 12/2016 |
| Morgan Stanley | Atlanta | GA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-03 |
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