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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 | 2023-03-21 |
| IL | RA | APPROVED | 2023-03-06 |
Branch Locations
233 S Wacker Dr. Suite 8600, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 09/2022 | Present |
| Waterway Carwash | Northbrook | IL | 08/2020 | 01/2021 |
| The Family Wealth Alliance | Chicago | IL | 09/2019 | 08/2020 |
| Depaul University | Chicago | IL | 09/2018 | 06/2022 |
| Incoming College Freshman | Glenview | IL | 05/2018 | 09/2018 |
| Unemployed | Glenview | IL | 06/2022 | 09/2022 |
| Student | Glenview | IL | 05/2012 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-06 |
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