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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 | 2021-06-16 |
| TX | RA | APPROVED | 2017-11-13 |
| NJ | RA | APPROVED | 2017-10-31 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2016 | 06/2017 |
| Robert P Russo Cpa, Pc | New York | NY | 10/2014 | 10/2016 |
| Morgan Stanley | New York | NY | 06/2017 | Present |
* 413491 -Manny Caridad Scholarship Fund Inc; Investment related No; staten island, New York; Children/Youth:Education:Sports; Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent);10/2020; During business hours: 0; After business hours: 30; Administrative, Business Development/Growth, Check Signing/Funds Disbursements, Fundraising *666892- Berkeley Shores Civic Association; Investment related: No; Bayville, New Jersey; Civic/Religious/Community;Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-31 |
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