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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-08 |
Branch Locations
4050 West Boy Scout Boulevard, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Tampa | FL | 07/2024 | Present |
| Tampa Metropolitan Ymca | Zephyrhills | FL | 06/2023 | 08/2024 |
| On The Spot Auto Repair | Riverview | FL | 02/2022 | 04/2022 |
| Trinity College Of Florida | Trinity | FL | 09/2018 | 05/2023 |
| Home School | Riverview | FL | 08/2016 | 05/2017 |
| Community Christian School | Bradenton | FL | 08/2017 | 05/2018 |
| Unemployed | Riverview | FL | 05/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
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