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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 | 2023-05-12 |
| MN | RA | APPROVED | 2023-04-27 |
Branch Locations
8300 Norman Center Drive, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bloomington | MN | 11/2017 | Present |
| Ecolab | Eagan | MN | 06/2016 | 08/2017 |
| Wilmot Care Center | Wilmot | SD | 10/2011 | 05/2016 |
596487 - Early Childhood Family Services; Investment Related - No; Rosemount, Minnesota; Education; Advisory Board (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 3; Administrative, Fundraising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-27 |
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