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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 | 2023-09-20 |
| IL | RA | APPROVED | 2023-09-15 |
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 | 06/2023 | Present |
| U.S. Bank | Milwaukee | WI | 03/2022 | 06/2023 |
| Chicago Partners Wealth Advisors | Chicago | IL | 06/2021 | 07/2021 |
| Marquette University | Milwaukee | WI | 08/2021 | 05/2022 |
| Trails Edge Brewery | Frankfort | IL | 03/2018 | 08/2019 |
| Blue Mound Golf Course | Wauwatosa | WI | 06/2020 | 10/2020 |
| Emagine Entertainment | Frankfort | WI | 12/2016 | 09/2017 |
| Not Employed - Student | Frankfort | IL | 04/2012 | 11/2016 |
| Not Employed - Student | Milwaukee | WI | 11/2020 | 05/2021 |
| Not Employed - Student | Milwaukee | WI | 09/2019 | 05/2020 |
| Not Employed - Student | Milwaukee | WI | 10/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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