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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2010-03-10 |
| NJ | RA | APPROVED | 2009-08-07 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 05/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. PRESIDENT OF PRIVATE INVESTMENT FIRM, 2. Toledot Investments, L.P.; Investment related Yes; Delaware; private and public investments; GP (proprietor, partner, officer, director, employee, trustee, agent); Jan 1995; During business hours: 0; After business hours: 0.1; Informally advise wife on investment strategy. *392031 - Trust ; Investment related- Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; After business hours: 0.1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-06 |
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