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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 | 2026-07-15 |
Branch Locations
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 07/2023 | 06/2026 |
| Eagle Stratigies Llc | New York | NY | 08/2022 | 07/2023 |
| Northwestern Mutual | White Plains | NY | 05/2021 | 08/2021 |
| West Hills Country Club | Middletown | NY | 04/2018 | 08/2019 |
| John S. Burke Catholic High School | Goshen | NY | 01/2012 | 03/2018 |
| Ithaca College | Ithaca | NY | 08/2021 | 07/2022 |
| Ithaca College | Ithaca | NY | 08/2019 | 05/2021 |
| Morgan Stanley | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-15 |
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