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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 | 2020-04-23 |
| NC | RA | APPROVED | 2017-10-30 |
Branch Locations
3800 Glenwood Avenue Suite 500, Raleigh, NC 27612 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Raleigh | NC | 03/2017 | Present |
| Allergy Asthma And Sinus Center | Cary | NC | 06/2009 | 02/2017 |
| Amorino Gelato And Coffee | Raleigh | NC | 06/2012 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
*676585- Cary Academy Alumni Board; Investment related: No; Cary, North Carolina; Education ; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 1; Learning how the school has changed since we were there and bringing other alumni members together in the form of reunions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-30 |
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