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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 | 2024-09-14 |
Branch Locations
8383 Preston Center Plaza Suite 400, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 04/2024 | 06/2024 |
| Unemployed | Waco | TX | 12/2023 | 04/2024 |
| Baylor University | Waco | TX | 08/2019 | 12/2023 |
| Keystone Bank | Austin | TX | 06/2023 | 08/2023 |
| Western Stain And Polish | Dripping Springs | TX | 06/2022 | 08/2022 |
| Smarterx | Boulder | CO | 04/2020 | 09/2020 |
| Westlake High School | Austin | TX | 08/2014 | 05/2019 |
| Morgan Stanley | Dallas | TX | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*610374 - TikTok Inc.; Investment related: Yes; Culver City, California; Content Creation; Creator(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 20; Posts content and recieves commissions on videos based off views/interations. *705565- Luconian Studios LLC; Investment related No; Carrollton, Texas; Gaming Creation/Content; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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