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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 | 2026-07-15 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2025 | Present |
| Fidelity Investments | Providence | RI | 06/2024 | 08/2024 |
| Segue Manufacturing Services | North Billerica | MA | 06/2023 | 08/2023 |
| Segue Manufacturing Services | North Billerica | MA | 06/2022 | 08/2022 |
| Micro Ice Training Center Of America | North Andover | MA | 05/2021 | 08/2021 |
| One-Six Ice Hockey Camp | Andover | MA | 06/2023 | 08/2025 |
| Brown University | Providence | RI | 09/2021 | 05/2025 |
| Phillips Academy Andover | Andover | MA | 09/2017 | 06/2019 |
| Central Catholic High School | Lawrence | MA | 09/2014 | 06/2017 |
| Door Dash | Aberdeen | SD | 10/2020 | 08/2021 |
| Gunga Hockey School | Andover | MA | 07/2017 | 08/2017 |
| Chew Dawg Hockey Academy | Andover | MA | 08/2023 | 08/2023 |
| Chew Dawg Hockey Academy | Andover | MA | 08/2025 | 08/2025 |
| Unemployed | Andover | MA | 09/2019 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-09-26 |
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