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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 | 2025-09-19 |
| NY | RA | APPROVED | 2025-07-20 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc. | New York | NY | 12/2023 | 07/2025 |
| Unemployed | Woodmere | NY | 05/2023 | 11/2023 |
| Binghamton University | Binghamton | NY | 08/2019 | 05/2023 |
| Asap Restoration | Woodmere | NY | 12/2019 | 02/2020 |
| Berkshire Hills Eisenberg Camp | Copake | NY | 06/2017 | 08/2019 |
| George W. Hewlett High School | Hewlett | NY | 09/2013 | 06/2018 |
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-14 |
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