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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| NY | RA | APPROVED | 2024-01-17 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2023 | Present |
| Dow Jones | New York | NY | 02/2020 | 01/2023 |
| Walmart Ecommerce / Jet.cOm | Hoboken | NJ | 07/2019 | 11/2019 |
| Griff Consulting Llc | Brooklyn | NY | 02/2019 | 07/2019 |
| Double Diamond Marketing + Communications | Nashville | TN | 09/2018 | 12/2018 |
| Hatch Collection | New York | NY | 05/2018 | 08/2018 |
| Vertex Inc. | King Of Prussia | PA | 05/2017 | 08/2017 |
| Vanderbilt University | Nashville | TN | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
Reach out to this advisor