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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 | 2025-01-10 |
| NJ | RA | APPROVED | 2025-01-08 |
| NY | RA | APPROVED | 2025-01-08 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 06/2023 | 10/2023 |
| Meliani's Italian Deli & Catering | Old Bridge | NJ | 03/2018 | 05/2023 |
| Phi Theta Kappa International Honor Society | Lincroft | NJ | 06/2020 | 05/2021 |
| Adidas Retail | Freehold | NJ | 11/2018 | 02/2019 |
| Six Flags Great Adventure | Jackson | NJ | 03/2017 | 09/2018 |
| Rennes School Of Business | Rennes | 09/2021 | 05/2023 | |
| Brookdale Community College | Lincroft | NJ | 09/2019 | 05/2021 |
| Old Bridge High School | Matawan | NJ | 09/2016 | 06/2019 |
| Ubs | Weehawken | NJ | 01/2024 | 12/2024 |
| Morgan Stanley | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-09 |
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