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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 | 2025-06-13 |
| FL | RA | APPROVED | 2025-04-29 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 05/2024 | 03/2025 |
| Apple Electric | Rehoboth Beach | DE | 05/2021 | 08/2023 |
| Saint Leo University | Saint Leo | FL | 08/2021 | 05/2024 |
| Howard Community College | Columbia | MD | 08/2019 | 08/2021 |
| Lewes Beach Yacht Club | Lewes | DE | 06/2019 | 08/2020 |
| Bluecoast | Rehoboth Beach | DE | 06/2017 | 08/2018 |
| Unemployed | Lewes | DE | 01/2014 | 05/2017 |
| Unemployed | Lewes | DE | 09/2018 | 05/2019 |
| Trinity Wealth Securities, Llc | Tampa | FL | 01/2025 | 03/2025 |
| Morgan Stanley | Tampa | FL | 04/2025 | Present |
*637149 - Car Park LLC; Investment related - No; Tampa , Florida; Automotive/Transportation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-06 |
| S65 | Uniform Investment Adviser Law Examination | 2024-04-26 |
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