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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 | 2025-06-30 |
| CA | RA | APPROVED | 2025-06-24 |
Branch Locations
1332 Anacapa Street 2Nd Floor, Santa Barbara, CA 93101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2024 | 05/2025 |
| State Farm Insurance | Santa Babrara | CA | 03/2022 | 06/2024 |
| Unemployed | Santa Barbara | CA | 05/2013 | 03/2022 |
| Morgan Stanley | Santa Barbara | CA | 06/2025 | Present |
*645091 - Rental Property; Investment related Yes; Santa Maria, California; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 0; Other *661774- El Encanto Hotel; Investment related: No; Santa Barbara, California; Other; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 88; Other:Labor/Service Valet
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-10 |
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