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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 | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 08/2017 | 01/2025 |
| The Brewer Group | Minneapolis | MN | 06/2016 | 04/2017 |
| University Of Florida | Gainesville | FL | 08/2013 | 04/2017 |
| Unemployed | Woodbury | NY | 05/2017 | 07/2017 |
| Bank Of America, N.A. | Great Neck | NY | 03/2018 | 01/2025 |
| Morgan Stanley Smith Barney Llc | New York | NY | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-26 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
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