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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 | 2025-11-07 |
| NY | RA | APPROVED | 2025-10-21 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Scarsdale | NY | 06/2024 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Scarsdale | NY | 06/2024 | 06/2025 |
| Ct Kings Baseball | New Milford | CT | 06/2023 | 08/2023 |
| New York Life Insurance Company | New York | NY | 06/2023 | 08/2023 |
| 9Er Baseball Program | Brewster | NY | 05/2021 | 08/2022 |
| Silvio's Italian Restaurant | Yonkers | NY | 01/2017 | 01/2022 |
| Parkway Coffee Shop Inc | Scarsdale | NY | 12/2023 | 01/2024 |
| Unemployed | Somers | NY | 06/2014 | 12/2016 |
| Unemployed | Knoxville | TN | 09/2022 | 05/2023 |
| Unemployed | Knoxville | TN | 09/2023 | 11/2023 |
| Unemployed | Knoxville | TN | 02/2024 | 05/2024 |
| Morgan Stanley | Purchase | NY | 06/2025 | Present |
*644812- New York Department of State, Division of Licensing Services; Investment related- No; Albany, New York; Public Notary services including witnessing signatures and administering oaths.; Notary Public (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 2; Customer Service. *646009- NXT Level performance training; Investment related: No; Brookfield, Connecticut; Baseball training and coaching; Assistant Baseball Coach (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 30; Coaching
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
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