Best Investors
Account
Sign in
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_RES | 2020-04-08 |
| FL | RA | APPROVED | 2012-10-18 |
Branch Locations
729 South West Federal Highway Suite 300, Stuart, FL 34994 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Stuart | FL | 06/2009 | Present |
1. StretchZone; Investment related; Wellington, FL; Business / Company; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Nov 2017; During business hours: 0; After business hours: 2; Investor 2. Sammy Woggon, LLC; Investment related; Nature of the business Business / Company; Investor (proprietor, partner, officer, director, employee, trustee, agent); Apr 2018; During business hours: 0; After business hours: 1; Only be an initial investor, no managerial responsibilities. 3. *586695 - Fur the People Real Estate, LLC; Investment related - Yes; Fort Pierce, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 2; Investment Decisions/Advice, Check signing/Funds Disbursements *612877- Kentucky Manion, LLC; Investment related: Yes; Jensen Beach, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 0; Investor ONLY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
Reach out to this advisor