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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 |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED_RES | 2024-12-06 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 07/2015 | 10/2017 |
| Pnc Investments | Pittsburgh | PA | 10/2017 | 03/2022 |
| Pnc Investments | Pittsburgh | PA | 03/2021 | 07/2021 |
| Pnc Investments | Pittsburgh | PA | 07/2021 | 03/2022 |
| Morgan Stanley | Upper St. Clair | PA | 01/2023 | Present |
| Unemployed | South Park | PA | 03/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2021-02-05 |
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