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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 | 2026-01-09 |
Branch Locations
2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 05/2023 | 12/2025 |
| Ymca | Katy | TX | 02/2022 | 05/2023 |
| Northwestern Mutual | Houston | TX | 08/2022 | 12/2022 |
| Ymca | Katy | TX | 06/2021 | 02/2022 |
| Ubereats | Houston | TX | 08/2020 | 06/2021 |
| Sweetwater Pools Inc | Katy | TX | 06/2017 | 08/2020 |
| Pizza Hut | Katy | TX | 01/2019 | 04/2019 |
| Dish Society | Katy | TX | 02/2018 | 05/2018 |
| University Of Houston | Houston | TX | 08/2019 | 12/2023 |
| Tompkins High School | Katy | TX | 08/2015 | 05/2019 |
| Morgan Stanley | Houston | TX | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-25 |
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