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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 | 2022-10-05 |
| NY | RA | APPROVED | 2022-09-19 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Great Neck | NY | 05/2015 | 08/2017 |
| Pfs Investments Inc. | Great Neck | NY | 05/2015 | 08/2017 |
| Mitchell Pearson | Woodbury | NY | 08/2017 | 03/2018 |
| Axa Advisors, Llc | New York | NY | 08/2017 | 03/2018 |
| Midisland Y-Jcc | Plainview | NY | 12/2016 | 06/2019 |
| Pfs Investments Inc. | Great Neck | NY | 03/2019 | 01/2022 |
| Primerica Financial Services | Great Neck | NY | 05/2015 | 01/2022 |
| Royal Alliance Associates, Inc. | Vienna | VA | 01/2022 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Melville | NY | 09/2022 | Present |
*520620 - PIXIELANE; Investment related - No; Los Angeles, California; Online womens and childrens clothing company; Sales person for the clothing (proprietor, partner, officer, director, employee, trustee, agent); 01/2020; During business hours: 0; After business hours: 1; Online sales for clothing *559261 - Mid Island Y (JCC) ; Investment related - No ; Plainview, New York ; Not for profit organization ; Cycle instructor for group fitness classes(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 4 ; Fitness instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-05 |
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