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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 | 2026-06-05 |
| NY | RA | APPROVED | 2026-03-09 |
Branch Locations
55 East 52Nd Street 12Th 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 | 06/2025 | Present |
| Ubs | New York | NY | 03/2024 | 08/2024 |
| Jp Morgan Chase | Brooklyn | NY | 06/2022 | 03/2024 |
| Single Teacup Advisors | Brooklyn | NY | 08/2021 | 03/2023 |
| Unemployed | Brooklyn | NY | 08/2024 | 06/2025 |
| Trader Joe's | Brooklyn | NY | 03/2019 | 08/2021 |
| 8 Turn Crepes | Brooklyn | NY | 10/2018 | 08/2019 |
| Full-Time Student | Odessa | 09/2015 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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