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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 | 2024-07-12 |
| NY | RA | APPROVED | 2024-04-22 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2024 | Present |
| Unemployed/Student | New York | NY | 08/2022 | 12/2023 |
| Snap Inc. | New York | NY | 05/2022 | 08/2022 |
| Unemployed/University Student | California | CA | 08/2021 | 05/2022 |
| Coatue Management | New York | NY | 05/2021 | 08/2021 |
| Unemployed/Student | New York | NY | 01/2008 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-19 |
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