Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-11 |
| TX | RA | APPROVED_RES | 2025-09-11 |
Branch Locations
One Ppg Place Suite1300, Pittsburgh, PA 15222 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pittsburgh | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 11/2016 | 09/2025 |
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2025 | Present |
(1) *663286 - King Real Estate Group; Investment Related; Wexford, PA; Rental Property; Sole Proprietor/Owner; 10-September-2025; 5 hours devoted monthly; 0 during trading; Owner of property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-23 |
Reach out to this advisor