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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-09 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
1 New York Plaza New York, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2025 | Present |
| Accenture | New York | NY | 02/2024 | 07/2025 |
| Accenture | New York | NY | 06/2022 | 08/2022 |
| University Of Virginia | Charlottesville | VA | 06/2019 | 05/2023 |
| Unemployed | New York | NY | 05/2023 | 02/2024 |
| The Westminster Schools | Atlanta | GA | 06/2014 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-09 |
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