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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-17 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2016-10-11 |
| TX | RA | APPROVED | 2016-10-07 |
Branch Locations
Township Of Washington, NJ • United States
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 09/2006 | 10/2016 |
| Morgan Stanley | New York | NY | 10/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | Present |
*566454 - Arcola Country Club; Investment related-No; Paramus, New Jersey; Golf Country Club; Golf Committee, House Committee, Facilities Committee, Caddy Scholarship Program (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 1; After business hours: 3; other, Help make decisons about the golf club, golf course and future events that they will host. I also keep track which caddies are still in college and help organize whic of them quailfy for the caddie scholarship program
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-23 |
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