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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 06/2025 | Present |
| Pride Technologies Agency Working For Morgan Stanley | Columbus | OH | 08/2024 | 06/2025 |
| Federal Home Loan Bank Of Cincinnati | Cincinnati | OH | 06/2022 | 08/2024 |
| University Of Kentucky Campus Recreation | Lexington | KY | 08/2021 | 05/2024 |
| University Of Kentucky | Lexington | KY | 08/2020 | 05/2024 |
| Augean Stables | Union | KY | 05/2018 | 06/2022 |
| Larry A. Ryle High School | Union | KY | 08/2016 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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