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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 | 2025-08-22 |
| MD | RA | APPROVED | 2025-08-04 |
Branch Locations
1201 Wills Street Suite 700, Baltimore, MD 21231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Baltimore | MD | 04/2025 | Present |
| Roots Natural Kitchen | College Park | MD | 08/2024 | 03/2025 |
| Xposure Sports | Baltimore | MD | 10/2022 | 11/2024 |
| Morgan Stanley | Baltimore | MD | 06/2024 | 08/2024 |
| The Oregon Grille | Hunt Valley | MD | 06/2024 | 08/2024 |
| Osprey Property Company | Timonium | MD | 05/2023 | 08/2023 |
| Takacat Americas | Rosedale | MD | 05/2022 | 08/2022 |
| Maxalea, Inc. | Towson | MD | 06/2021 | 08/2021 |
| Full-Time High School Education - Loyola Blakefield | Towson | MD | 08/2017 | 06/2021 |
| Full-Time Middle School Education - Dumbarton Middle | Towson | MD | 08/2014 | 06/2017 |
| Full-Time College Student - Marymount University | Arlington | VA | 08/2021 | 05/2022 |
| Full-Time College Student - University Of Maryland | College Park | MD | 08/2022 | 05/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-02 |
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