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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-12 |
| TX | RA | APPROVED | 2022-09-12 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2017 | Present |
| Cambridge Associates | Arlington | VA | 09/2013 | 11/2017 |
*565162- Impact Capital Managers; Investment related -No; NA, New York; Investment/Finance/Banking; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 2; After business hours: 0; thougth leadership-i will be joining peers from other banks to discuss the future of impact investing
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-22 |
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