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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 | 2026-03-03 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • 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 | New York | NY | 03/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 563110 - Jujamcyn Theaters; Investment related: No; New York, New York; Art/Culture; Incidental helper - Propmaster Assistant (proprietor, partner, officer, director, employee, trustee, agent); 09/1999; During business hours: 0; After business hours: 0.15; During construction of theatrical sets for shows at the St. James Theater I work as an assistant to a carpenter or prop master.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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