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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 | 2025-12-12 |
| NY | RA | APPROVED | 2024-11-16 |
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 |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2023 | Present |
| Nyu Langone Health | New York | NY | 04/2021 | 06/2023 |
| United Air Conditioning Corp. | Long Island City | NY | 06/2019 | 04/2021 |
| N/A | Syracuse | NY | 01/2019 | 06/2019 |
| Sperry Federal Credit Union | New Hyde Park | NY | 12/2018 | 01/2019 |
| N/A | Syracuse | NY | 09/2018 | 12/2018 |
| Sound Air Conditioning | New Hyde Park | NY | 05/2018 | 08/2018 |
| N/A | Syracuse | NY | 08/2015 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-28 |
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