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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 | 2023-04-05 |
| FL | RA | APPROVED | 2023-03-17 |
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 Smith Barney Llc | Tampa | FL | 01/2023 | Present |
| Florida Army National Guard | Avon Park | FL | 06/2012 | 06/2026 |
| Encompass Mortgage Services Inc. | Port Orange | FL | 08/2022 | 01/2023 |
| Weather Tite Windows | Tampa | FL | 07/2013 | 01/2023 |
(1) 616716 - Warrlynn Homestead / Investment Related / Floral City, FL / Agriculture, Art, Culture / Partner / Start 27-November-2024 / During Business Hours: 0 / After Business Hours: 15 / Administrative, Accounting, Bookkeeping, Business Development and Growth, Customer Service, Labor, Service, Sales, Marketing. (2) 649675 - Rental Property / Investment Related / Lutz, FL / Rental Property / Sole Proprietor, Owner / Start 20-July-2025 / During business hours: 0 / After business hours: 2 / Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-16 |
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