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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2023-12-01 |
| DC | RA | APPROVED | 2023-11-27 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 03/2023 | Present |
| Confluence Capital | Missoula | MT | 06/2022 | 03/2023 |
| Knightsbridge Holdings | Las Vegas | NV | 06/2019 | 08/2021 |
| Tobian Art Gallery | Florence | 08/2021 | 02/2022 | |
| Front Street Capital | Missoula | MT | 03/2017 | 12/2017 |
| The Resort At Paws Up | Greenough | MT | 06/2021 | 08/2021 |
| University Of California Los Angeles (Ucla) | Los Angeles | CA | 09/2018 | 06/2022 |
| Unemployed | Missoula | MT | 12/2017 | 06/2019 |
| Extended Travel | Florence | 08/2021 | 12/2021 | |
| Unemployed | Missoula | MT | 01/2000 | 03/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-01 |
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