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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-28 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2026 | Present |
| Champs Sports | Miami | FL | 03/2021 | 08/2021 |
| University Credit Union | Miami | FL | 01/2024 | 06/2026 |
| Florida State University | Tallahassee | FL | 08/2021 | 05/2022 |
| Miami Dade College | Miami | FL | 08/2022 | 05/2023 |
| Florida International University | Miami | FL | 08/2023 | 05/2025 |
| Terra Enviornmental Research Institute | Miami | FL | 08/2017 | 05/2021 |
| Glades Middle School | Miami | FL | 08/2014 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-29 |
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