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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 | 2024-01-10 |
| CT | RA | APPROVED | 2023-12-18 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 12/2022 | Present |
| Middlebury College | Middlebury | VT | 02/2022 | 06/2022 |
| Middlebury College | Middlebury | VT | 08/2018 | 06/2022 |
| Unemployed | Naples | FL | 06/2022 | 12/2022 |
| Gulf Coast High School | Naples | FL | 08/2014 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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