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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 | 2018-05-25 |
| WA | RA | APPROVED | 2015-09-25 |
Branch Locations
500 108Th Avenue, North East Suite 1900, Bellevue, WA 98004 • United States
4000 Carillon Point Suite 600, Kirkland, WA 98033 • United States
601 Union Street, Two Union Square Suite 5200, Seattle, WA 98101 • United States
601 Union Street Suite 2900, Seattle, WA 98101 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Seattle | WA | 07/2015 | Present |
* 428231 - Elif Lee, Founder of Kimana Group LLC; Investment related Yes; Mercer Island, Washington; life coaching and consulting; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 15; coaching.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-06-14 |
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