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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2026 | Present |
| Under Armour | Tucson | AZ | 11/2025 | 06/2026 |
| Pga Tour Superstore | Tucson | AZ | 12/2025 | 04/2026 |
| Tci Wealth Advisors | Tucson | AZ | 09/2025 | 11/2025 |
| Eller College Of Management | Tucson | AZ | 05/2023 | 05/2026 |
| Leman Academy Of Excellence | Tucson | AZ | 01/2016 | 05/2017 |
| Marana Middle School | Tucson | AZ | 08/2017 | 05/2018 |
| Marana High School | Tucson | AZ | 08/2018 | 05/2022 |
| University Of Arizona | Tucson | AZ | 08/2022 | 05/2026 |
| Morgan Stanley | New York City | NY | 07/2024 | 08/2024 |
| Morgan Stanley | New York City | NY | 06/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-08-03 |
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