Best Investors
Account
Sign in
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 | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2026 | Present |
| Boston College | Boston | MA | 08/2022 | 05/2026 |
| La Organic | Madrid | 07/2019 | 08/2019 | |
| Andbank | Miami | FL | 05/2023 | 07/2023 |
| Gbs Finance | Madrid | 05/2024 | 07/2024 | |
| Morgan Stanley | New York City | NY | 06/2025 | 08/2025 |
| Harrow School | London | 09/2017 | 07/2022 | |
| St Anne's School | Madrid | 01/2016 | 08/2017 |
*704411 - Caremont; Investment related: No; Miami, Florida; Technology; Partner (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; Passive minority partner. Occasional strategic input as requested. No day-to-day operational or management responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
Reach out to this advisor