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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 | 2020-03-03 |
| CA | RA | APPROVED | 2018-06-04 |
Branch Locations
555 California Street 35Th Floor, San Francisco, CA 94104 • United States
Palm Springs, CA • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | San Francisco | CA | 10/2008 | 06/2018 |
| Morgan Stanley | San Francisco | CA | 06/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2018 | Present |
1. TaylorSF Inc; Investment related; SAN FRANCISCO CA; Private Company; Secretary of the corp. (proprietor, partner, officer, director, employee, trustee, agent); Jul 2013; During business hours: 0; After business hours: 1; buy, develop and sells residential real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-29 |
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