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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-08-01 |
Branch Locations
Willis Tower 233 South Wacker Drive, Suite 8200 Region 5, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 07/2024 | Present |
| Transwestern Commercial Services | Chicago | IL | 05/2023 | 07/2023 |
| University Of Alabama | Tuscaloosa | AL | 04/2022 | 12/2023 |
| Gordys Boat House | Fontana | WI | 06/2018 | 07/2022 |
| Morgan Stanley | Barrington | IL | 05/2023 | 07/2023 |
| Triumph Construction Services | Schaumburg | IL | 07/2020 | 07/2021 |
| Student At The University Of Alabama | Tuscaloosa | AL | 08/2020 | 12/2023 |
| Unemployed | Arlington Heights | IL | 01/2024 | 06/2024 |
| Student At High School | Huntley | IL | 08/2016 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-25 |
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