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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 | 2026-08-07 |
| RI | RA | APPROVED | 2026-08-03 |
Branch Locations
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Providence | RI | 07/2025 | Present |
| Wayfair | Boston | MA | 07/2024 | 12/2024 |
| Northeastern University | Boston | MA | 09/2022 | 04/2026 |
| Rhode Island Country Club | Barrington | RI | 05/2020 | 10/2025 |
| Barrington High School | Barrington | RI | 09/2018 | 06/2022 |
| Barrington Middle School | Barrington | RI | 09/2015 | 06/2018 |
*701202- Rhode Island Country Club; Investment related - Yes; Barrington, Rhode Island; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 5; Customer Service:Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-01 |
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