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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 | 2026-03-27 |
| CO | RA | APPROVED | 2026-02-26 |
Branch Locations
5251 Dtc Parkway Suite 1500, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 09/2015 | 12/2025 |
| Tiaa | Denver | CO | 09/2015 | 12/2025 |
| Morgan Stanley | Greenwood Village | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-23 |
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