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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_RES | 2026-04-20 |
| NY | RA | APPROVED | 2024-04-03 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 12/2022 | Present |
| Equitable Advisors | New York | NY | 09/2021 | 05/2022 |
| Umbertos Clam House | New York | NY | 02/2018 | 08/2021 |
| Jc Penny | Staten Island | NY | 10/2017 | 01/2018 |
| Full Time Student | Staten Island | NY | 09/2007 | 09/2017 |
| Unemployed | Staten Island | NY | 06/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-04 |
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