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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 | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Atlanta | GA | 07/2023 | 07/2025 |
| Colorado College Strouds Scholars Program | Colorado Springs | CO | 06/2020 | 09/2022 |
| Jp Morgan Chase Bank, N.A. | Atlanta | GA | 06/2022 | 08/2022 |
| Colorado College Office Of Sustainability | Colorado Springs | CO | 10/2019 | 02/2022 |
| Vista Equity Partners | Austin | TX | 07/2021 | 08/2021 |
| Taziki's Mediterranean | Edmond | OK | 05/2018 | 07/2018 |
| Private Label Supplements | Oklahoma City | OK | 06/2020 | 08/2020 |
| Unemployed | Edmond | OK | 01/2013 | 05/2018 |
| Unemployed | Edmond | OK | 07/2018 | 10/2019 |
| Unemployed | Colorado Springs | CO | 09/2022 | 07/2023 |
| Unemployed | Edmond | OK | 03/2022 | 05/2022 |
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Unemployed | New York | NY | 07/2025 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-22 |
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