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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 | 2024-09-30 |
| NY | RA | APPROVED | 2024-09-24 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Bronx | NY | 03/2018 | 08/2019 |
| Jpmorgan Chase Bank N.A. | Bronx | NY | 03/2018 | 08/2019 |
| Td Bank | Bronx | NY | 09/2013 | 03/2018 |
| Citigroup | New York | NY | 08/2019 | 04/2024 |
| Morgan Stanley | New York | NY | 09/2024 | Present |
| Unemployed | New York | NY | 04/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-23 |
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