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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 | 2025-05-02 |
Branch Locations
1585 Broadway, New York, NY 10036 • 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 | New York | NY | 12/2022 | Present |
| Ovative Group | New York | NY | 02/2022 | 08/2022 |
| The Npd Group | Port Washington | NY | 02/2017 | 02/2022 |
| Unemployed | New York | NY | 09/2022 | 12/2022 |
| Unemployed | New York | NY | 12/2015 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-11 |
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