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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-01-28 |
| TX | RA | APPROVED | 2019-01-25 |
Branch Locations
555 California Street Pwm, San Francisco, CA 94104 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 04/2016 | 01/2019 |
| Morgan Stanley | San Francisco | CA | 01/2019 | Present |
*409184 - Grand Fleurs LLC; Investment related- Yes; San Francisco, California; Non-Profit; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 02/2007; During business hours: 3; After business hours: 1; *590033 - Venturo Motors LLC ; Investment related - Yes ; San Bruno,California ; Car Rental ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2024 ; During business hours : 0 ; After business hours : 4 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-26 |
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