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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 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Bessemer Trust | New York | NY | 06/2025 | 08/2025 |
| Morgan Stanley | New York | NY | 06/2024 | 08/2024 |
| Cornell University | Ithaca | NY | 08/2023 | 01/2026 |
| New Roots Charter School | Ithaca | NY | 01/2026 | 06/2026 |
| Fishkill Farms | Hopewell Jct | NY | 04/2020 | 08/2023 |
| Van Wyck Middle School / John Jay High School | East Fishkill | NY | 06/2016 | 06/2022 |
| Binghamton University | Binghamton | NY | 06/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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