Best Investors
Account
Sign in
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 |
| AZ | RA | APPROVED | 2026-08-17 |
Branch Locations
400 East Rivulon Boulevard, Gilbert, AZ 85297 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Gilbert | AZ | 06/2026 | Present |
| Texas Christian University | Fort Worth | TX | 05/2023 | 05/2026 |
| Texas Christian University | Fort Worth | TX | 08/2022 | 05/2026 |
| St. Thomas Highschool | Houston | TX | 08/2018 | 05/2022 |
| Westside Fitness Club | Houston | TX | 05/2020 | 06/2020 |
| St. Mark Lutheran School | Houston | TX | 08/2009 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
Reach out to this advisor