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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-25 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 06/2026 | Present |
| Ally Pediatric Therapy | Chandler | AZ | 10/2017 | 12/2025 |
| Enernoc | Boston | MA | 10/2014 | 08/2017 |
| Homemaker | Essex Jct | VT | 01/2026 | 06/2026 |
*708131 - SAS Seller, LLC; Investment related - Yes; Chandler, Arizona; Hospital/Healthcare; Officer:Board Member (proprietor, partner, officer, director, employee, trustee, 10/2017; During business hours: 0; After business hours: 0.1; Administrative *708137 - SAS Ally Holdings; Investment related - Yes; Chandler, Arizona; Hospital/Healthcare; Board Member:Officer:Investor (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 0.1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-24 |
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