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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-22 |
| TX | RA | APPROVED | 2024-01-18 |
Branch Locations
5565 Glenridge Connector Suite 1900, Atlanta, GA 30342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Sports College Properties | Auburn | AL | 08/2016 | Present |
| Ubs Financial Services Inc. | Atlanta | GA | 02/2018 | 02/2019 |
| Wells Fargo Clearing Services, Llc | Atlanta | GA | 02/2019 | 06/2021 |
| Ubs Financial Services Inc. | Atlanta | GA | 09/2021 | 01/2024 |
| Morgan Stanley Smith Barney Llc | Atlanta | GA | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
Playfly LLC/ investment Related / Atlanta, GA / I work as a freelance sideline reporter for Auburn football in the fall. Playfly recently purchased Foxsports Properties and as a result, took over those sporting duties at Auburn. / As a freelance contractor, I work as a sideline reporter for Auburn football on the weekends in the fall. / Start 09-April-2016 *585403 - Playfly Sports; Investment Related - No; Berwyn, Pennsylvania; Independent Contractor for Sideline Reporting for Auburn football; Contractor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2024; During Business Hours: 0; After Business Hours: 10; Labor/Service *661318 - Rubicon Talent; Investment related: No; New York, New York; they are a marketing company that represents athletes/former athletes in marketing opportunities; they are presenting marketing opportunities (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 3; Sales/Marketing *709531- University of Utah Football; Investment related: No; Salt Lake City, Utah; as a former athlete, Ronnie is speaking to football players about beig a professional and responsibility ; guest speaker (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours:1; speaker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
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