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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-14 |
| NY | RA | APPROVED | 2026-04-14 |
| TX | RA | APPROVED | 2026-04-14 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | New York | NY | 09/2023 | 05/2025 |
| Jpmorgan Chase Bank Na | New York | NY | 01/2022 | 09/2023 |
| Veterans Sourcing Group | Brooklyn | NY | 08/2021 | 01/2022 |
| Smbc Capital Markets | New York | NY | 02/2020 | 05/2021 |
| Jpmorgan Chase Bank Na | Brooklyn | NY | 12/2018 | 10/2019 |
| Randstad Usa | Brooklyn | NY | 03/2018 | 01/2019 |
| World Business Lenders | Jersey City | NJ | 08/2017 | 11/2017 |
| Pennsylvania State University | State College | PA | 08/2013 | 05/2017 |
| New York University | New York | NY | 09/2019 | 05/2022 |
| Unemployed | Union City | NJ | 07/2017 | 07/2017 |
| Unemployed | Union City | NJ | 12/2017 | 01/2018 |
| Deloitte | New York | NY | 01/2020 | 01/2020 |
| Fusion Learning Inc | Brooklyn | NY | 02/2018 | 03/2018 |
| Pennsylvania State University | State College | PA | 08/2016 | 06/2017 |
| Morgan Stanley | New York | NY | 03/2026 | Present |
| Jpmorgan Chase Bank Na | New York | NY | 05/2025 | 10/2025 |
| Unemployed | North Bergen | NJ | 11/2025 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-22 |
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