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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 | 2025-05-30 |
| FL | RA | APPROVED | 2025-02-04 |
Branch Locations
200 South Biscayne Boulevard Suite 1100, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 06/2024 | Present |
| Whole Foods Market | New York | NY | 03/2019 | 12/2019 |
| My Park Tickets | Orlando | FL | 03/2022 | 09/2022 |
| Clear Me | Orlando | FL | 09/2022 | 12/2022 |
| Bradesco Bank | Coral Gables | FL | 12/2022 | 07/2023 |
| Humana | Orlando | FL | 09/2023 | 12/2023 |
| Lendbuzz | Orlando | FL | 12/2023 | 06/2024 |
| Monthara Entertainment | Orlando | FL | 12/2019 | 03/2022 |
| Student | Orlando | FL | 12/2013 | 03/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-18 |
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