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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 | 2025-06-20 |
| WI | RA | APPROVED | 2025-06-20 |
Branch Locations
11501 North Port Washington, Mequon, WI 53092 • United States
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Shore Bank | Brookfield | WI | 07/2014 | 07/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2023 | 02/2025 |
| Northwestern Mutual Investment Services Llc | Franklin | WI | 01/2024 | 02/2025 |
| Morgan Stanley | Milwaukee | WI | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-06-29 |
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