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 | 2026-05-19 |
| VA | RA | APPROVED | 2026-05-19 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mclean | VA | 05/2026 | Present |
| Morgan Stanley | Coral Gable | FL | 06/2017 | 05/2022 |
| Pepsico: Frito-Lay | Miami | FL | 07/2014 | 06/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | 05/2022 |
| J.P. Morgan Securities Llc | Miami | FL | 06/2022 | 06/2025 |
| Jpmorgan Chase Bank, N.A. | Miami | FL | 06/2022 | 06/2025 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 06/2025 | 04/2026 |
*692744 - Property Rental; Investment related-Yes; Fort Lauderdale, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 1; Property Management *692746 - Property Rental; Investment related-Yes; Pembroke Pines, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 0; After business hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-10 |
Reach out to this advisor