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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-03 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Euvori Aquatics | Phoenix | AZ | 05/2019 | 08/2019 |
| Perfect Circle Golf | Phoenix | AZ | 05/2020 | 08/2020 |
| Lululemon | Scottsdale | AZ | 05/2022 | 08/2022 |
| Freelance | Phoenix | AZ | 01/2020 | 05/2025 |
| Clemson University | Clemson | SC | 08/2022 | 08/2024 |
| Freelance | Scottsdale | AZ | 05/2023 | 08/2023 |
| Morgan Stanley | Charlotte | NC | 08/2025 | Present |
| Clemson University | Clemson | SC | 08/2021 | 05/2025 |
| Scottsdale Christian Academy | Phoenix | AZ | 08/2018 | 05/2021 |
| Scottsdale Christian Academy | Phoenix | AZ | 01/2019 | 05/2019 |
| Scottsdale Christian Academy | Phoenix | AZ | 01/2018 | 12/2018 |
| Scottsdale Christian Academy | Phoenix | AZ | 01/2017 | 12/2017 |
| Scottsdale Christian Academy | Phoenix | AZ | 01/2016 | 12/2016 |
| Unemployed | Charlotte | NC | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-03 |
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