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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2017-02-22 |
| TX | RA | APPROVED_RES | 2015-09-01 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Denver | CO | 08/2013 | Present |
| Morgan Stanley Private Bank, N.A. | Greenwood Village | CO | 08/2013 | Present |
603394 - YouTube; Investment Related - No; Castle Pines, Colorado; Technology; Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-10 |
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