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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-31 |
Branch Locations
1080 Jordan Creek Parkway Suite 400 North, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waukee High School | Waukee | IA | 08/2013 | 05/2017 |
| Ramsey Mazda And Subaru | Urbandale | IA | 01/2015 | 01/2017 |
| Happy Joes Pizza | Urbandale | IA | 01/2018 | 09/2019 |
| Morgan Stanley | West Des Moines | IA | 10/2019 | 12/2020 |
| Grand View University | Des Moines | IA | 08/2017 | 05/2021 |
| Sammons Financial Network | West Des Moines | IA | 07/2021 | 05/2026 |
| Sammons Retirement Solutions | West Des Moines | IA | 07/2021 | 05/2026 |
| Morgan Stanley | West Des Moines | IA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-20 |
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