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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 | 2025-11-04 |
| CT | RA | APPROVED | 2025-10-22 |
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 | 07/2025 | Present |
| Bentley University | Waltam | MA | 09/2021 | 05/2025 |
| Pacific Discovery | Hilo | HI | 08/2020 | 01/2021 |
| Brydg | London | 02/2021 | 05/2021 | |
| Deerfield Academy | Deerfield | MA | 09/2017 | 05/2020 |
| Greenwich Country Day School | Greenwich | CT | 09/2006 | 05/2017 |
| N/A | Greenwich | CT | 05/2017 | 09/2017 |
| Greenwich Country Day School | Greenwich | CT | 06/2021 | 08/2021 |
| N/A | Greenwich | CT | 05/2020 | 08/2020 |
| N/A | Greenwich | CT | 05/2021 | 06/2021 |
| N/A | Greenwich | CT | 05/2025 | 07/2025 |
| Gage Wealth Advisors | Newton | MA | 11/2022 | 12/2024 |
*684970- Nutmeggers Dinner Club; Investment related: No; Greenwich, Connecticut; Social Club; Treasurer's Assistant (proprietor, partner, officer, director, employee, trustee, agent); 06/2026; During business hours: 0; After business hours: 3; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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