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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 | 2025-11-17 |
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
4343 Easton Commons, Columbus, OH 43219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 12/2017 | Present |
| Unemployed | Columbus | OH | 08/2017 | 12/2017 |
| Wings Financial Credit Union | Woodbury | MN | 10/2016 | 08/2017 |
| Wings Financial Credit Union | Woodbury | MN | 01/2016 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-29 |
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