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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 |
| FL | RA | APPROVED | 2026-08-14 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 06/2026 | Present |
| Endress & Hauser Inc | Greenwood | IN | 02/2024 | 02/2025 |
| Station 21 | Crown Point | IN | 06/2023 | 10/2023 |
| Culinary Misfits | Crown Point | IN | 03/2023 | 05/2023 |
| Amazon Dsp | Etna | OH | 05/2020 | 08/2020 |
| City Of Heath | Heath | OH | 07/2018 | 08/2018 |
| Branstool Orchards | Utica | OH | 05/2017 | 06/2017 |
| Donatos | Granville | OH | 05/2019 | 08/2019 |
| Newark Sport And Event Commission | Newark | OH | 10/2017 | 04/2019 |
| Miami University Of Ohio | Oxford | OH | 08/2019 | 05/2021 |
| Modern Woodmen Of America | Cincinnati | OH | 01/2026 | 03/2026 |
| Right On The Money Builders Inc | Munster | IN | 11/2023 | 01/2024 |
| Brio Italian Grille | Columbus | OH | 06/2022 | 08/2022 |
| Fretboard Public Brewhouse | Hamilton | OH | 01/2021 | 12/2022 |
| Straydog Bar & Grill | New Buffalo | MI | 06/2021 | 08/2021 |
| N/A | Cincinnati | OH | 02/2025 | 01/2026 |
| N/A | Crown Point | IN | 12/2022 | 03/2023 |
| N/A | Granville | OH | 08/2016 | 05/2017 |
| N/A | Chesterton | IN | 04/2026 | 06/2026 |
| N/A | Granville | OH | 06/2017 | 10/2017 |
| Uber | Cincinnati | OH | 03/2026 | 04/2026 |
| Doordash | Oxford | OH | 04/2020 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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