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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 |
|---|---|---|---|
| TN | RA | APPROVED | 2026-07-23 |
Branch Locations
3102 West End Avenue Suite 200, Nashville, TN 37203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Nashville | TN | 01/2026 | Present |
| Bill Miller Bbq | San Antonio | TX | 05/2024 | 07/2024 |
| Breezin Up | Ocean City | NJ | 05/2023 | 07/2023 |
| Unemployed | San Antonio | TX | 01/2014 | 04/2023 |
| Unemployed | San Antonio | TX | 08/2023 | 04/2024 |
| Morgan Stanley | Nashville | TN | 05/2025 | 08/2025 |
| Unemployed | Nashville | TN | 09/2025 | 12/2025 |
| Unemployed | San Antonio | TX | 08/2024 | 04/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-10 |
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