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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_RES | 2026-04-27 |
| NY | RA | APPROVED | 2023-09-18 |
Branch Locations
55 East 52Nd Street 12Th 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 |
| Unemployed | N/A | XX | 10/2022 | 02/2023 |
| Marvelous.wOrks | Bronxville | NY | 10/2021 | 09/2022 |
| J.MAckey Art Gallery | East Hampton | NY | 05/2021 | 09/2021 |
| Fine Dining Group | Jackson | WY | 01/2021 | 04/2021 |
| Student | Waterville | ME | 09/2019 | 05/2020 |
| Unemployed | N/A | XX | 05/2020 | 12/2020 |
| Fyid Nyc | New York | NY | 06/2019 | 08/2019 |
| Night Castle Management | New York | NY | 06/2019 | 08/2019 |
| Student | Waterville | ME | 08/2018 | 06/2019 |
| Soleil Toujours | Bronxville | NY | 06/2018 | 08/2018 |
| Student | N/A | XX | 08/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
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