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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 | 2026-08-07 |
| NY | RA | APPROVED | 2026-08-03 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 05/2026 | Present |
| Abip Cpa & Associates | Houston | TX | 02/2025 | 05/2026 |
| Wilsonkleemann Associates | Bryan | TX | 06/2019 | 09/2024 |
| Star Cinema Grille | College Station | TX | 05/2018 | 05/2019 |
| Grand Station Entertainment | College Station | TX | 01/2015 | 05/2018 |
| Unemployed | Houston | TX | 09/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-11 |
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