Best Investors
Account
Sign in
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 | 2021-05-28 |
Branch Locations
8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2017 | 05/2021 |
| Unemployed | Mcallen | TX | 05/2016 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Dallas | TX | 05/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
*445260 - Higgins Branchini Shooting Foundation; Investment related - No; IRVING, Texas; Economic Assistance; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2016; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-11 |
Reach out to this advisor