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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 |
| Raymond James | St. Petersburg | FL | 09/2025 | 06/2026 |
| Paramount Construction | St. Petersburg | FL | 06/2025 | 09/2025 |
| Sunshine Valet | Tampa | FL | 10/2024 | 05/2025 |
| University Of Tampa | Tampa | FL | 08/2022 | 09/2024 |
| Tiaa | Charlotte | NC | 06/2024 | 08/2024 |
| Tiaa | Charlotte | NC | 06/2023 | 08/2023 |
| Macys | Manhasset | NY | 12/2024 | 01/2025 |
| Macys | Manhasset | NY | 12/2023 | 01/2024 |
| Macys | Manhasset | NY | 12/2022 | 01/2023 |
| Village Of Great Neck Estates | Great Neck Estates | NY | 06/2019 | 08/2024 |
| Unemployed | Great Neck | NY | 10/2015 | 06/2019 |
*698726 - Insignus Property Group LLC; Investment Related - Yes; Tampa, Florida; Real Estate, Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2025; During Business Hours: 0; After Business Hours: 15; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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