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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 | 2025-05-16 |
| FL | RA | APPROVED | 2025-04-22 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skyforest Capital, Llc | Miami | FL | 01/2024 | 02/2025 |
| Aphelion Advisors | Miami | FL | 07/2022 | 01/2024 |
| Unemployed | Miami | FL | 06/2021 | 06/2022 |
| Skyforest Capital Llc | Miami | FL | 02/2021 | 05/2021 |
| American University | Washington | DC | 08/2017 | 05/2021 |
| Sorbonne University | Paris | 09/2016 | 05/2017 | |
| Instituto Andes | Caracas | 06/2010 | 05/2017 | |
| Morgan Stanley Smith Barney Llc | Miami | FL | 02/2025 | Present |
| New Era Wealth Advisors | Miami | FL | 09/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
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