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 |
|---|---|---|---|
| GA | RA | APPROVED | 2023-09-05 |
Branch Locations
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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 08/2016 | 09/2017 |
| E*Trade Capital Management Llc | Alpharetta | GA | 08/2016 | 09/2017 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2017 | 02/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2017 | 02/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 02/2020 | 06/2020 |
| E*Trade Capital Management Llc | Alpharetta | GA | 02/2020 | 06/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 06/2020 | 11/2021 |
| E*Trade Capital Management Llc | Alpharetta | GA | 06/2020 | 11/2021 |
| E*Trade Securities Llc | Alpharetta | GA | 11/2021 | Present |
| E*Trade Capital Management Llc | Alpharetta | GA | 11/2021 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Morgan Stanley | Alpharetta | GA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-18 |
Reach out to this advisor