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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 | 2026-08-21 |
| AZ | RA | APPROVED | 2026-08-13 |
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 |
| Skyhawks Sports Academy | Issaquah | WA | 06/2022 | 08/2022 |
| Nike | Bellevue | WA | 06/2023 | 08/2023 |
| Kuttin Wealth Management | Bellevue | WA | 06/2024 | 08/2024 |
| Nike | North Bend | WA | 06/2024 | 08/2024 |
| Nike | North Bend | WA | 06/2025 | 08/2025 |
| Kuttin Wealth Management | Bellevue | WA | 06/2025 | 08/2025 |
| Avity Investment Management | Greenwich | CT | 06/2025 | 07/2025 |
| Pacific Cascade Middle School | Issaquah | WA | 09/2016 | 06/2018 |
| Issaquah High School | Issaquah | WA | 09/2018 | 06/2022 |
| University Of Arizona | Tucson | AZ | 08/2022 | 05/2026 |
| Unemployed/Student | Issaquah | WA | 06/2016 | 06/2022 |
| Unemployed | Issaquah | WA | 06/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-12 |
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