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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
101 California Street 23Rd Floor, San Francisco, CA 94111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | San Francisco | CA | 06/2023 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | San Francisco | CA | 06/2023 | 09/2024 |
| Turner Tyler Development Sarl / Turner Tyler Llc | San Francisco | CA | 01/2018 | 06/2023 |
| Organization For Economic Cooperation And Development | Paris | 01/2013 | 12/2017 | |
| Morgan Stanley | San Francisco | CA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2023-04-14 |
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