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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 | 2021-12-22 |
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2021 | Present |
| Mesirow Financial | New York | NY | 06/2020 | 08/2020 |
| Resource Capital Partners | Madrid | 05/2019 | 07/2019 | |
| Westfield Public School System | Westfield | NJ | 09/2006 | 08/2017 |
| The Ohio State University | Columbus | OH | 08/2017 | 10/2021 |
*633054 - Glenn Partners Realty LLC; Investment related: Yes; New York, New York; Rental Property; Partner(proprietor, partner, officer, director, employee, trustee, agent); 5/2025; During business hours: 0; After business hours: 5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-22 |
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