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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 | 2020-04-23 |
| PA | RA | APPROVED | 2011-02-08 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
1 Monroeville Center Suite 1010, Monroeville, PA 15146 • United States
2 disclosure categories 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 Llc | Monroeville | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2018 | Present |
372829 - Franklin Park Borough; Investment Related - No; Pittsburgh, Pennsylvania; Government; Board Member, Other Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2019; During Business Hours: 0; After Business Hours: 3; Labor or Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-03 |
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