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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 | 2024-01-02 |
| FL | RA | APPROVED | 2023-12-18 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Temple Terrace | FL | 12/2022 | Present |
| Formulated Solutions | Largo | FL | 10/2019 | 08/2022 |
| Office Pride Commercial Cleaning | St. Petersburg | FL | 09/2014 | 01/2020 |
| Powertronic Systems Florida Inc | Largo | FL | 09/2018 | 08/2019 |
| Executive Level Entertainment | Clearwater | FL | 08/2012 | 03/2018 |
| Omnicell | St. Petersburg | FL | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
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