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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 | 2025-05-30 |
| FL | RA | APPROVED | 2025-05-16 |
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 | 03/2025 | Present |
| Cedarwood Surgical | Tampa | FL | 05/2024 | 12/2024 |
| Owens & Minor | Richmond | VA | 07/2022 | 05/2024 |
| Owens & Minor | Richmond | VA | 05/2021 | 08/2021 |
| Penske Truck Leasing And Logistics | Richmond | VA | 05/2019 | 04/2021 |
| Kona Ice | Mechanicsville | VA | 05/2016 | 08/2018 |
| Swim Metro Inc. | Mechanicsville | VA | 06/2014 | 08/2016 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-15 |
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