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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 | 2026-08-07 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Unemployed | Unemployed | XX | 05/2026 | 07/2026 |
| Eno Vino Wine Bar And Bistro | Madison | WI | 01/2026 | 05/2026 |
| University Of Wisconsin Hillel Foundation | Madison | WI | 01/2023 | 05/2026 |
| Temple Beth El | Madison | WI | 09/2022 | 05/2026 |
| Self-Employment | Self-Employment | XX | 09/2017 | 05/2026 |
| University Of Wisconsin-Madison Shared Governance | Madison | WI | 04/2024 | 01/2026 |
| Mcburney Disability Resource Center | Madison | WI | 01/2023 | 01/2026 |
| Morgan Stanley | Alpharetta | GA | 06/2025 | 08/2025 |
| Needham Bank | Needham | MA | 05/2023 | 12/2023 |
| Uw-Madison Housing | Madison | WI | 08/2023 | 11/2024 |
| Temple Beth Shalom Children's Center | Needham | MA | 06/2020 | 08/2022 |
| Needham Public Schools | Needham | MA | 01/2022 | 06/2022 |
| Temple Beth Shalom | Needham | MA | 09/2017 | 06/2022 |
| Unemployed | Unemployed | XX | 07/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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