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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2015-06-22 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*575691- 100 Ridgewood Ave LLC; Investment Related - Yes; New Haven, Connecticut; Rental Property; Authorized Individual (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2024; During Business Hours: 0; After Business Hours: 1; Check Signing/Funds Disbursements, Investment Decisions/Advice *576053 - Sack Family Realty; Investment Related - Yes; Madison, Connecticut; Real Estate; Authorized Individual(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2023; During Business Hours: 0; After Business Hours: 0.1; Check Signing/Funds Disbursements, Accounting/Bookkeeping *576055 - 39 Tamarac LLC; Investment Related - Yes; Madison, Connecticut; Real Estate; Authorized Individual(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2023; During Business Hours: 0; After Business Hours: 0.1; Check Signing/Funds Disbursements *576064 - David L. Sack 2010 Trust - rental property; Investment Related - Yes; Madison, Connecticut; Real Estate, Rental Property; Authorized Individual (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2023; During Business Hours: 0; After Business Hours: 0.1; Check Signing/Funds Disbursements *576059 - 187 Wildwood LLC; Investment Related - Yes; Madison, Connecticut; Real Estate; Authorized Individual(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2023; During Business Hours: 0; After Business Hours: 0.1; Check Signing/Funds Disbursements, Accounting/Bookkeeping *576061- 893 Farmington Ave LLC; Investment related: Yes; Madison, Connecticut; Real Estate; authorized individual (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 0.1; Accounting/Bookkeeping, Check Signing/Funds Disbursements *576054- 25 Cornish Woods LLC; Investment related: Yes; Madison, Connecticut; Real Estate; authorized individual (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 0.1; Check Signing/Funds Disbursements, Accounting/Bookkeeping, Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-07 |
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