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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 | 2026-03-30 |
Branch Locations
6735 Southpoint Drive, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jacksonville | FL | 10/2025 | Present |
| Vesta Property Services | Saint Johns | FL | 02/2024 | Present |
| Unemployed | Saint Johns | FL | 04/2008 | 02/2024 |
*667003 - Vesta Property Services; Investment related: No; Jacksonville, Florida; Property Mnagement; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours:84; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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