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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 | 2026-06-01 |
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 05/2025 | Present |
| Raymond James Financial | St. Petersburg | FL | 05/2023 | 07/2023 |
| Pricewaterhouse Coopers / Paragon One | Gainesville/Remote | FL | 02/2023 | 04/2023 |
| Boucher Brothers | Miami Beach | FL | 05/2021 | 08/2021 |
| University Of Florida | Gainesville | FL | 08/2023 | 12/2024 |
| Unemployed | Miami | FL | 12/2024 | 05/2025 |
| University Of Florida | Gainesville | FL | 08/2021 | 03/2023 |
| University Of Florida | Gainesville | FL | 08/2020 | 05/2021 |
| Campamento Guaikinima | Miami | FL | 06/2019 | 08/2020 |
| Belen Jesuit | Miami | FL | 07/2015 | 05/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-19 |
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