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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 | 2026-06-27 |
Branch Locations
1 New York Plaza Wm Ops, New York, NY 10004 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Kingfield Corporation | New York | NY | 05/2022 | 08/2022 |
| University Of Michigan | Ann Arbor | MI | 01/2022 | 05/2022 |
| Reverence Capital Partners | New York | NY | 07/2021 | 08/2021 |
| Israel Bonds | New York | NY | 06/2021 | 07/2021 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| Golda Och Academy | West Orange | NJ | 01/2014 | 08/2020 |
*682765- TBD; Investment related-No; New York; Technology; Founding an App (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 10; Creating, launching, marketing app
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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