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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 | 2026-08-28 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 05/2026 | Present |
| M&T Bank | North Salem | NY | 06/2025 | 04/2026 |
| Mike Risko Music | Ossining | NY | 04/2020 | 04/2023 |
| Q & R Financial Services | Hawthorne | NY | 01/2025 | 02/2025 |
| Ossining Recreation And Parks | Ossining | NY | 06/2022 | 08/2022 |
| Ossining Recreation And Parks | Ossining | NY | 06/2023 | 08/2023 |
| Ossining Children's Center | Ossining | NY | 06/2018 | 07/2021 |
| Ossining High School | Ossining | NY | 09/2017 | 06/2021 |
| Anne M Dorner Middle School | Ossining | NY | 09/2014 | 06/2017 |
| Pace University | Pleasantville | NY | 01/2022 | 05/2024 |
| Rutgers University - Camden | Camden | NJ | 09/2024 | 08/2025 |
| Amazon (Self-Employed/Independent Contractor) | Ossining | NY | 03/2023 | Present |
| Unemployed (Summer Between Middle And High School) | Ossining | NY | 07/2017 | 08/2017 |
| Briarcliff Manor Recreation Department | Briarcliff Manor | NY | 05/2022 | 09/2022 |
| The Tasty Table | Ossining | NY | 08/2019 | 10/2019 |
| The Tasty Table | Ossining | NY | 10/2019 | 03/2020 |
| Mike Risko Music | Ossining | NY | 04/2023 | Present |
| Self-Employed | Ossining | NY | 06/2022 | 07/2025 |
*695779- Mike Risko Music; Investment related: No; Ossining, New York; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 10; Customer Service *695781- Amazon Merch on Demand (Self-Employed); Investment related: No; Seattle, Washington; Retail/Online Stores; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 4; Other Passive royalty income from merchandise designs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-06-12 |
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