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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 | 2024-05-28 |
| OH | RA | APPROVED | 2021-05-18 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Westerville | OH | 12/2016 | 04/2021 |
| Jp Morgan Chase | Westerville | OH | 01/2015 | 12/2016 |
| Morgan Stanley | Columbus | OH | 04/2021 | Present |
*661159 - Uber; Investment related: No; San Francisco, California; Automotive/Transportation; Uber Driving (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 40; Driving
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-27 |
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