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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 | 2026-01-16 |
| NY | RA | APPROVED | 2026-01-09 |
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 |
|---|---|---|---|---|
| Key Investment Services Llc | Brooklyn | OH | 10/2023 | 01/2024 |
| Keybank | Schenectady | NY | 06/2023 | 01/2024 |
| Niskayuna High School | Niskayuna | NY | 09/2015 | 08/2019 |
| State University Of New York At Oneonta | Oneonta | NY | 08/2019 | 05/2023 |
| Keybank | Schenectady | NY | 05/2022 | 08/2022 |
| Goldman Sachs & Co. Llc | Cohoes | NY | 01/2024 | 01/2026 |
| Morgan Stanley | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-14 |
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