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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 | 2026-08-31 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2025 | Present |
| Heidner Law Firm Pc | New York | NY | 01/2024 | 12/2024 |
| Instituto Millenium | Sao Paulo | 11/2021 | 10/2022 | |
| Ey | Sao Paulo | 06/2021 | 09/2021 | |
| Bfa Business And Finance Advisors | Fortaleza | 01/2017 | 12/2019 | |
| Unifor | Fortaleza | 01/2019 | 01/2020 | |
| Apimec Ce | Fortaleza | 01/2017 | 12/2019 | |
| M Dias Branco | Fortaleza | 08/2014 | 12/2016 | |
| Intituto Mises Brasil | Sao Paulo | 01/2022 | 12/2023 | |
| Averi Consultoria | Fortaleza | 01/2020 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-31 |
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