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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 | 2025-11-14 |
| FL | RA | APPROVED | 2025-10-29 |
Branch Locations
1801 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2024 | 10/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2024 | 10/2025 |
| Spelman College | Atlanta | GA | 08/2016 | 05/2017 |
| El Torito | Marina Del Rey | CA | 09/2017 | 11/2017 |
| Olive Garden Italian Restaurant | Bronx | NY | 04/2018 | 06/2019 |
| Sammy's Fish Box | Bronx | NY | 06/2017 | 08/2017 |
| Santa Monica College | Santa Monica | CA | 08/2017 | 12/2017 |
| The Empress Lashes Llc | Bronx | NY | 07/2018 | 01/2024 |
| Premier Wealth Planning | Fort Lauderdale | FL | 01/2024 | 10/2025 |
| Extended Travel | New York | NY | 01/2018 | 04/2018 |
| Morgan Stanley | Boca Raton | FL | 10/2025 | Present |
*665603 - The Empress Lashes LLC; Investment Related - No; Bronx, New York; Esthetics; Founder (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2018; During Business Hours: 0; After Business Hours: 2; Administrative, Labor/Service, Sales/Marketing, Customer Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-28 |
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