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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-05 |
| PA | RA | APPROVED | 2010-07-05 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
1787 Sentry Parkway West Building 18 Street 440, Blue Bell, PA 19422 • United States
Huntingdon Valley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Blue Bell | PA | 04/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-07 |
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