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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 | 2025-05-23 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2025 | Present |
| Central Catholic High School | Lawrence | MA | 05/2015 | 06/2018 |
| University Of Michigan | Ann Arbor | MI | 07/2018 | 07/2021 |
| Minnesota Twins | Minneapolis | MN | 07/2021 | 08/2022 |
| Cincinnati Reds | Cincinnati | OH | 08/2022 | 04/2023 |
| Cleveland Guardians | Cleveland | OH | 04/2023 | 12/2024 |
| Pittsburgh Pirates | Pittsburgh | PA | 12/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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