Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2024-10-14 |
| FL | RA | APPROVED | 2024-09-30 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | Miami | FL | 02/2022 | 09/2024 |
| Family First Life | Miami | FL | 04/2021 | 02/2022 |
| Wells Fargo | Miami | FL | 02/2020 | 03/2021 |
| American Bancshares | Miami | FL | 09/2019 | 02/2020 |
| Hsbc Bank | Miami | FL | 05/2018 | 06/2019 |
| Wells Fargo | Miami | FL | 03/2014 | 05/2018 |
| Morgan Stanley | Miami | FL | 09/2024 | Present |
*614507 - Etsy; Investment related: No; Brooklyn, New York; Retail/Online Stores; Online Shop Seller(proprietor, partner, officer, director, employee, trustee, agent); 2/2025; During business hours: 0; After business hours: 30; Customer Service:Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-01 |
Reach out to this advisor