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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-07 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Melville | NY | 05/2024 | 11/2024 |
| Jt's On The Bay | Blue Point | NY | 05/2018 | 09/2022 |
| Morgan Stanley | Riverhead | NY | 06/2023 | 07/2023 |
| Lpl Enterprise, Llc | Melville | NY | 11/2024 | 05/2025 |
| Prudential Insurance Company Of America | Melville | NY | 02/2025 | 05/2025 |
| J.P. Morgan Securities Llc | West Babylon | NY | 05/2025 | 06/2026 |
| Jpmorgan Chase Bank, N.A. | West Babylon | NY | 05/2025 | 06/2026 |
| Unemployed | Bayport | NY | 05/2015 | 04/2018 |
| Unemployed | Bayport | NY | 10/2022 | 05/2023 |
| Unemployed | Bayport | NY | 08/2023 | 04/2024 |
| Morgan Stanley | Melville | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-10 |
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