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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 | 2025-01-17 |
| FL | RA | APPROVED | 2024-11-21 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 09/2024 | Present |
| Pubilx | Weeki Wachee | FL | 03/2024 | 05/2024 |
| Unemployed | Weeki Wachee | FL | 05/2024 | 09/2024 |
| The Atlas Group | Spring Hill | FL | 02/2022 | 04/2022 |
| Winn Dixie | Weeki Wachee | FL | 08/2023 | 10/2023 |
| Zaxbys | Spring Hill | FL | 11/2021 | 02/2022 |
| Unemployed | Weeki Wachee | FL | 10/2023 | 03/2024 |
| Unemployed | Spring Hill | FL | 01/2014 | 11/2021 |
| Unemployed | Weeki Wachee | FL | 04/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2024-01-11 |
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