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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 | 2023-01-30 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 10/2019 | 05/2022 |
| Baruch College | New York | NY | 01/2018 | 08/2020 |
| Baruch College | New York | NY | 03/2018 | 01/2020 |
| Baruch College | New York | NY | 03/2018 | 01/2020 |
| Rockland Community College | Suffern | NY | 10/2016 | 12/2017 |
| Rockland Community College | Suffern | NY | 07/2016 | 12/2017 |
| Rockland Community College | Suffern | NY | 01/2016 | 12/2017 |
| Follett Corp. | Suffern | NY | 05/2017 | 01/2018 |
| Morgan Stanley | Purchase | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
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