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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-02-17 |
| NY | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED | 2021-03-11 |
| CT | RA | APPROVED | 2020-08-04 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 04/2017 | 03/2020 |
| Jpmorgan Securities Llc | New York | NY | 04/2017 | 03/2020 |
| Phillip Jeffries | Fairfield | NJ | 09/2015 | 03/2017 |
| Phillip Jeffries | Fairfield | NJ | 03/2017 | 04/2017 |
| West Orange Tennis Club | West Orange | NJ | 07/2016 | 04/2017 |
| West Orange Tennis Club | West Orange | NJ | 09/2017 | 04/2019 |
| Morgan Stanley | New York | NY | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-23 |
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