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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-24 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2026 | Present |
| Jpmorganchase | New York | NY | 06/2025 | 08/2025 |
| Salem Golf Club | North Salem | NY | 04/2022 | 08/2024 |
| Westchester Benefit Group | Valhalla | NY | 05/2024 | 08/2024 |
| Natures Temptations | Ridgefield | NY | 06/2023 | 08/2023 |
| Moss Creek Farm Llc | Newtown | NY | 06/2023 | 08/2023 |
| Starr Ridge Manor Civic Association | Brewster | NY | 06/2019 | 09/2021 |
| Housatonic Valley Waldorf School | Newtown | NY | 06/2018 | 08/2018 |
| University Of Delaware | Newark | DE | 08/2022 | 05/2026 |
| Weinstein Homeschool Academy | North Salem | NY | 09/2019 | 05/2022 |
| North Salem Highschool/Middle School | North Salem | NY | 09/2017 | 09/2019 |
| Weinstein Homeschool Academy | North Salem | NY | 01/2016 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-08-15 |
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