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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 | 2015-12-02 |
Branch Locations
2121 North Pearl Street Suite 500, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Dallas | TX | 12/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
1. CHAIRMAN OF HEROES CELEBRITY BASEBALL A CHARITABLE 5013C NON-PROFIT CORPORATION; 2. WIND VOYAGER, LLC, OWNER; HOLDS THE 58' CATAMARAN & CHARTER CONTRACTS & RESPECTIVE DEBT; START DATE: 10/2014; DALLAS, TX; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 1 3. THE DUNK COLLECTION, INVESTOR; DURING BUSINESS HOURS- 1, AFTER BUSINESS HOURS- 1; ECOMMERCE COMPANY SELLING BASKETBALL RELATED ITEMS; START DATE: 12/2014; DALLAS, TX 5. *452283- Mark Cuban Heroes Recreational Centers Foundation; Investment related No; Dallas, Texas; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 5; Administrative *666067- Second Serve, LLC (if we form it); Investment related: No; Dallas, Texas; Art/Culture, Other, Recreation; Writer and Story Creation (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 4; Fundraising, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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