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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED_RES | 2026-06-01 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Francisco | CA | 03/2011 | 11/2016 |
| Morgan Stanley | San Francisco | CA | 05/2026 | Present |
| Unemployed | Novato | CA | 02/2025 | 05/2026 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 02/2025 |
*695793 - Integrated Landscape Services, Inc.; Investment Related - No; Novato, California; Construction/Engineering; Secretary (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2010; During Business Hours: 0; After Business Hours: 2; Administrative, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-19 |
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