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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 | 2026-07-24 |
| NY | RA | APPROVED | 2026-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Shore High School | Glen Head | NY | 01/2016 | 07/2020 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| Global Impact Investing Network | New York | NY | 07/2024 | 12/2025 |
| Morgan Stanley | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-17 |
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