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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 | 2025-03-07 |
| NY | RA | APPROVED | 2025-02-20 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2024 | Present |
| Rsm Llp | Madison | WI | 01/2024 | 02/2024 |
| Morgan Stanley | Florham Park | NJ | 06/2023 | 08/2023 |
| Dlux | Madison | WI | 08/2023 | 12/2023 |
| Barnum Financial Group | Warren | NJ | 05/2022 | 08/2022 |
| Winberies Bar And Grill | Summit | NJ | 05/2022 | 08/2022 |
| Wit Legal Llc | New York | NY | 05/2021 | 05/2022 |
| University Of Wisconsin Madison | Madison | WI | 09/2020 | 05/2024 |
| Unemployed | Short Hills | NJ | 05/2024 | 10/2024 |
| Millburn Highschool | Millburn | NJ | 09/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
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