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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 | 2023-04-11 |
| TX | RA | APPROVED | 2023-04-11 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Coral Gable | FL | 06/2017 | 10/2021 |
| O2B Kids | Gainesville | FL | 07/2013 | 02/2017 |
| B'nAi Israel Community Day School | Gainesville | FL | 08/2016 | 05/2017 |
| University Of Florida | Gainesville | FL | 08/2013 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 10/2021 |
| Morgan Stanley | New York | NY | 03/2023 | Present |
| Bonhams | New York | NY | 02/2022 | 07/2022 |
| Sotheby's Institute Of Art | New York | NY | 02/2022 | 06/2022 |
| Unemployed | New York | NY | 11/2021 | 01/2022 |
| Unemployed | New York | NY | 08/2022 | 02/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-05 |
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