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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 | 2021-06-01 |
| FL | RA | APPROVED | 2020-11-03 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 08/2019 | Present |
| Panalpina, Inc | Miami | FL | 07/2017 | 08/2019 |
| Sealand - Maersk | Miami | FL | 08/2016 | 12/2016 |
| Spain-Us Chamber Of Commerce | Miami | FL | 05/2016 | 07/2016 |
| Wtdc | Miami | FL | 01/2016 | 05/2016 |
| Florida International University | Miami | FL | 01/2015 | 05/2017 |
| Unemployed | Miami | FL | 05/2017 | 07/2017 |
* 571328 - ALPFA Miami; Investment related: No; Austin, Texas; Other, Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 5; Event Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-02 |
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