Best Investors
Account
Sign in
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 | 2025-04-11 |
| IL | RA | APPROVED | 2025-04-07 |
Branch Locations
233 South Wacker Drive Suite 8600, 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 |
| The Kinkaid School | Houston | TX | 07/2014 | 05/2020 |
| Texas Christian University | Fort Worth | TX | 08/2020 | 05/2024 |
| The Houstonian Hotel, Club & Spra | Houston | TX | 05/2019 | 08/2019 |
| Stellar Bank (Communitybank Of Texas) | Houston | TX | 05/2022 | 08/2022 |
| Adg Venture Group, Llc | Fort Worth | TX | 09/2022 | 12/2022 |
| Morgan Stanley Graystone Consulting | Chicago | IL | 06/2023 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-07 |
Reach out to this advisor