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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 | 2025-10-16 |
| TX | RA | APPROVED | 2025-01-31 |
| MO | RA | APPROVED | 2025-01-17 |
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 | 08/2024 | Present |
| The University Of Kansas | Lawrence | KS | 08/2020 | 05/2024 |
| The University Of Kansas | Lawrence | KS | 01/2023 | 05/2024 |
| Morgan Stanley | Kansas City | MO | 06/2023 | 08/2023 |
| The Council On International Educational Exchange (Ciee) | Barcelona | 05/2022 | 07/2022 | |
| Gates Shields Ferguson Swall Hammond P.A. | Overland Park | KS | 05/2021 | 08/2021 |
| Gates Shields Ferguson Swall Hammond P.A. | Overland Park | KS | 05/2020 | 08/2020 |
| Gardner-Edgerton High School | Gardner | KS | 08/2016 | 05/2020 |
| Gardner Aquatic Center | Gardner | KS | 05/2017 | 08/2017 |
| Gardner Aquatic Center | Gardner | KS | 05/2018 | 08/2018 |
| Inspire Dance Academy | Gardner | KS | 01/2019 | 08/2020 |
| Not Applicable | Gardner | KS | 01/2014 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-17 |
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