Edward Howard Perkins

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-02-14
NY	RA	APPROVED	2021-06-16
CT	RA	APPROVED	2009-08-07
TX	RA	APPROVED	2009-08-07

FL RA
APPROVED

Since 2024-02-14
NY RA
APPROVED

Since 2021-06-16
CT RA
APPROVED

Since 2009-08-07
TX RA
APPROVED

Since 2009-08-07

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley Smith Barney	Purchase	NY	08/2009	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present

08/2009 → Present

Morgan Stanley Smith Barney

Purchase, NY
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Previous Registrations

2003-04-28 → 2009-08-18

Ubs Financial Services Inc.

Greenwich, CT

Greenwich, CT

Other Businesses

*481562 - Estate ; Investment related - Yes; New York, New York; 03/2022; During business hours: 1; After business hours: 0

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-04-09
S63	Uniform Securities Agent State Law Examination	1984-10-15

S66 Uniform Combined State Law Examination

2003-04-09
S63 Uniform Securities Agent State Law Examination

1984-10-15

Other Names

Howard Edward Perkins

View on SEC IAPD