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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_RES | 2023-10-02 |
| FL | RA | APPROVED | 2023-09-05 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matthew Lytell | Tampa | FL | 12/2018 | 02/2020 |
| Northwestern Mutual Investment Services Llc | Tampa | FL | 12/2018 | 02/2020 |
| Tampa Bay Dry Cleaners | Brandon | FL | 03/2017 | 12/2018 |
| Fidelity Investments | Smithfield | RI | 02/2007 | 03/2017 |
| E*Trade Securities Llc | Temple Terrace | FL | 05/2021 | 09/2023 |
| E*Trade Capital Management Llc | Temple Terrace | FL | 05/2021 | 11/2023 |
| Unemployed | Apollo Beach | FL | 02/2020 | 05/2021 |
| Morgan Stanley | Temple Terrace | FL | 03/2023 | 09/2023 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 09/2023 |
| Morgan Stanley | Temple Terrace | FL | 09/2023 | 09/2023 |
| Morgan Stanley | Tampa | FL | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-18 |
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