Sajid Aziz

CRD 7891365

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-12
NY	RA	APPROVED	2025-12-08

TX RA
APPROVED

Since 2025-12-12
NY RA
APPROVED

Since 2025-12-08

Branch Locations

1585 Broadway 21St Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	New York	NY	06/2025	Present
Wesleyan University	Middletown	CT	09/2021	05/2025
Friends Academy	Locust Valley	NY	06/2015	06/2021

06/2025 → Present

Morgan Stanley

New York, NY
09/2021 → 05/2025

Wesleyan University

Middletown, CT
06/2015 → 06/2021

Friends Academy

Locust Valley, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-07

S66 Uniform Combined State Law Examination

2025-04-07

View on SEC IAPD

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