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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 | 2026-08-15 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 01/2026 | Present |
| Jersie Auto Services | Taylor | TX | 12/2020 | 06/2023 |
| Housing Scout / Leasing Connection | Austin | TX | 04/2023 | 11/2024 |
| Caprae Capital Partners | Remote | TX | 06/2025 | 09/2025 |
| Heb | Austin | TX | 08/2020 | 02/2021 |
| Mcneil High School | Austin | TX | 08/2016 | 05/2020 |
| University Of Texas Of Permian Basin | Remote | TX | 08/2023 | 05/2025 |
| Unemployed | Austin | TX | 09/2025 | 01/2026 |
| Unemployed | Austin | TX | 05/2020 | 08/2020 |
| Unemployed | Austin | TX | 05/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-15 |
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