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 | 2024-11-01 |
| CA | RA | APPROVED | 2024-10-01 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Menlo Park | CA | 09/2017 | Present |
| Wells Fargo Bank | San Mateo | CA | 09/2014 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-01 |
Reach out to this advisor