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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 | 2023-01-25 |
| TX | RA | APPROVED | 2023-01-25 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Sherborn | MA | 06/2016 | 12/2016 |
| Acs | Boston | MA | 01/2017 | 05/2017 |
| Unempoyed | Sherborn | MA | 06/2017 | 07/2017 |
| Moors & Cabot Inc | Boston | MA | 08/2017 | 09/2018 |
| Wells Fargo Clearing Services Llc | New York | NY | 10/2018 | 01/2023 |
| Morgan Stanley | New York | NY | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-16 |
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