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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 | 2014-02-10 |
| MI | RA | APPROVED | 2010-10-30 |
Branch Locations
35055 West Twelve Mile Road Suite 101, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Farmington Hills | MI | 12/2010 | Present |
1. HARVEY & LUCILLE WEISBERG FAMILY FOUNDATION; BLOOMFLD HLS, MI; DIRECTOR & TREASURER; PROVIDES INVESTMENT ADVICE TO FAMILY FOUNDATION;1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 03/2006 *385670 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 0 After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-03 |
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