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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-03 |
| TX | RA | APPROVED | 2026-07-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Westerville | OH | 09/2025 | 02/2026 |
| Tahat Renovations Llc | Hudson | OH | 05/2020 | 09/2025 |
| The Ohio State University | Columbus | OH | 09/2024 | 04/2025 |
| Fischer Homes | Columbus | OH | 05/2024 | 08/2024 |
| Sjr Fitness | Hilliard | OH | 01/2022 | 04/2023 |
| Hudson United Soccer Club | Hudson | OH | 09/2018 | 05/2021 |
| United Concessions Group Inc | Cleveland | OH | 07/2019 | 09/2019 |
| Unemployed | Hudson | OH | 09/2015 | 09/2018 |
| Morgan Stanley | Columbus | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2026-02-27 |
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