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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-28 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 06/2022 | Present |
| Sanoor Capital | Greenwich | CT | 06/2018 | 08/2019 |
| Blue Ridge Capital | Tarrytown | NY | 06/2014 | 06/2018 |
| Westchester County Department Of Health | White Plains | NY | 06/2020 | 03/2022 |
| Student | New Rochelle | NY | 11/2018 | 11/2019 |
| Unemployed | N/A | NY | 11/2019 | 05/2020 |
*547635 - Simply Personalized; Investment Related: No; Mount Vernon, New York; Art/Culture; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2020; During Business Hours: 0; After Business Hours: 1; Designer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-28 |
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