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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-20 |
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 | 12/2024 | Present |
| Connecticut Orthopaedic Specialists, Pc | Hamden | CT | 05/2023 | 08/2023 |
| Expenseconsulting.cOm | Bloomfield | CT | 12/2022 | 05/2023 |
| Connecticut Orthopaedic Specialists, Pc | Hamden | CT | 06/2018 | 12/2023 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2021 |
| Gateway Community College | New Haven | CT | 08/2021 | 05/2022 |
| University Of Tampa | Tampa | FL | 08/2022 | 05/2024 |
| Daniel Hand High School | Madison | CT | 09/2015 | 06/2019 |
| Polo Ralph Lauren | Clinton | CT | 11/2016 | 04/2017 |
| Topgolf | Saint Petersburg | FL | 04/2024 | 04/2024 |
| Connecticut Orthopaedic Specialists, Pc | Essex | CT | 09/2024 | 12/2024 |
| Madison Public Schools | Madison | CT | 01/2018 | 04/2018 |
| Unemployed | Madison | CT | 05/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-18 |
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