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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 | 2026-05-29 |
| TX | RA | APPROVED | 2026-05-29 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | New York | NY | 05/2026 | Present |
| Equitable Advisors, Llc | New York | NY | 04/2024 | 05/2024 |
| Unemployed | Fernandina Beach | FL | 11/2023 | 03/2024 |
| Sandbar And Restaurant | Fernandina Beach | FL | 06/2022 | 11/2023 |
| University Of South Carolina | Columbia | SC | 08/2019 | 05/2023 |
| Sotheby's International Realty | Fernandina Beach | FL | 05/2022 | 08/2022 |
| Unemployed | Fernandina Beach | FL | 06/2014 | 05/2018 |
| J.P. Morgan Securities Llc | New York | NY | 06/2024 | 05/2026 |
| J.P. Morgan Chase Bank, N.A. | New York | NY | 06/2024 | 05/2026 |
| Equitable Financial Life Ins Co | New York | NY | 05/2024 | 05/2024 |
| Surf America Llc | Fernandina Beach | FL | 06/2018 | 11/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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