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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2022-12-22 |
Branch Locations
1300 Thames Street Thames Street Wharf, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Baltimore | MD | 10/2022 | 12/2022 |
| Semaconnect Inc | Bowie | MD | 07/2021 | Present |
| Montgomery County Department Of Health And Human Services | Rockville | MD | 01/2021 | 06/2021 |
| Road Runner Sports | Columbia | MD | 11/2020 | 01/2021 |
| Clear Health Llc | Belcamp | MD | 08/2020 | 10/2020 |
| Money Map Press | Baltimore | MD | 10/2019 | 02/2020 |
| Money Map Press | Baltimore | MD | 07/2018 | 10/2019 |
| Courtesy Parking Inc. | Baltimore | MD | 09/2015 | 07/2018 |
| Unemployed | Towson | MD | 02/2020 | 07/2020 |
| Towson University | Towson | MD | 08/2014 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Baltimore | MD | 12/2022 | Present |
*542260 - Moments Captured LLC; Investment related: Yes; Columbia, Maryland; Art/Culture; Co-Founder (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 30; Other *582967- Afternoon Delight LLC; Investment related: Yes; Columbia, Maryland; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 10; General oversight, creating website
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-28 |
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