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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
| FL | RA | APPROVED | 2026-08-27 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 07/2024 | Present |
| J. Crew | Tampa | FL | 01/2024 | 07/2024 |
| Tampa Yacht And Country Club | Tampa | FL | 11/2023 | 01/2024 |
| Fresh Kitchen | Tampa | FL | 01/2023 | 08/2023 |
| Olive Garden | Tampa | FL | 02/2022 | 01/2023 |
| Dollar Tree | Tampa | FL | 11/2021 | 12/2021 |
| Granny Nannies | Port Saint Lucie | FL | 05/2019 | 04/2020 |
| Panera Bread | Port Saint Lucie | FL | 05/2019 | 09/2019 |
| Morningside Academy Summer Camp | Port Saint Lucie | FL | 06/2017 | 08/2018 |
| Club Pure | Port Saint Lucie | FL | 06/2021 | 07/2021 |
| University Of South Florida | Tampa | FL | 06/2020 | 05/2024 |
| Lincoln Park Academy | Port Saint Lucie | FL | 07/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-16 |
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