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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 | 2026-08-14 |
| TN | RA | APPROVED | 2026-07-27 |
Branch Locations
Landmark Center 1111 North Shore Dr Ste N-160, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Knoxville | TN | 01/2026 | Present |
| Deerfoot Lodge | Speculator | NY | 06/2022 | 08/2023 |
| The North Face | Nashville | TN | 10/2023 | 01/2024 |
| Northwestern Mutual | Nashville | TN | 08/2025 | 12/2025 |
| Aon | Nashville | TN | 06/2025 | 08/2025 |
| Washington Christian Academy | Olney | MD | 03/2016 | 06/2022 |
| Belmont University | Nashville | MD | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-24 |
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