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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-24 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 10/2022 | Present |
| Sea Bright Pizzeria | Sea Bright | NJ | 04/2017 | 09/2022 |
| United States Army Reserves | Edison | NJ | 02/2017 | Present |
| College Student | New Brunswick | NJ | 09/2019 | 08/2022 |
| High School Student | Highlands | NJ | 09/2014 | 06/2018 |
*524919 - United States Army Reserves; Investment related-No; Edison, New Jersey; Military; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2017; During business hours: 8; After business hours: 12; Labor/Service *524931 - Sea Bright Pizzeria; Investment related -No; Sea Bright, New Jersey; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2017; During business hours: 0; After business hours: 4; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-18 |
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