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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-17 |
| SC | RA | APPROVED | 2026-08-04 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | SC | 06/2025 | Present |
| South State Bank | Charleston | SC | 12/2014 | 01/2017 |
| Nakato Japanese Restaurant | Charleston | SC | 03/2016 | 10/2016 |
| Bi Lo | Johns Island | SC | 03/2016 | 10/2016 |
| Lowe's | James Island | SC | 01/2017 | 03/2017 |
| Bank Of America | Charleston | SC | 03/2017 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-26 |
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