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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-27 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2012-02-29 |
Branch Locations
Marco Island, FL • United States
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Paramus | NJ | 02/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
Four V's LLC; Investment related; Naples, FL; Rental property; Owner; Start date: 2009; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-26 |
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