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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 | 2026-08-21 |
| AZ | RA | APPROVED | 2026-08-17 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 06/2026 | Present |
| Charles Schwab | Phoenix | AZ | 09/2025 | 05/2026 |
| Array Technologies | Chandler | AZ | 05/2025 | 08/2025 |
| Omni Hotels | Paradise Valley | AZ | 02/2025 | 05/2025 |
| Black Diamond Networks | Phoenix | AZ | 12/2024 | 02/2025 |
| Arizona Auditor General | Phoenix | AZ | 07/2024 | 10/2024 |
| Infinity Insurance Partners | Scottsdale | AZ | 06/2024 | 07/2024 |
| Element Consulting Group Llc | Tempe | AZ | 05/2024 | 06/2024 |
| Parker And Sons | Phoenix | AZ | 09/2023 | 05/2024 |
| Roadhouse 99 | Kingsburg | CA | 05/2023 | 08/2023 |
| West Coast Sourdough | Visalia | CA | 09/2021 | 08/2022 |
| Self Employed/ Doordash Driver | Phoenix | AZ | 10/2022 | 04/2023 |
| Unemployed | Visalia | CA | 06/2016 | 08/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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