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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-11 |
| PA | RA | APPROVED | 2013-08-12 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Allentown | PA | 07/2013 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
Rental Property joint owner of the rental property. $1275 monthly. $600 for one unit and $675 for the other. 0 during business and 0 after 2)DMJ Properties LLC; Investment Related; 11/2016; During work hours 0; 0 After working hours; Sinking Spring, PA, 19608
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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