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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 | 2025-05-19 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Tequesta | FL | 06/2024 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Tequesta | FL | 09/2022 | 01/2025 |
| Banfield Pet Hospital | Orlando | FL | 06/2021 | 01/2022 |
| Benessere Miami /Benessere Llc | Miami | FL | 10/2018 | 06/2024 |
| Unemployed | Miami | FL | 06/2014 | 09/2018 |
| Morgan Stanley | Miami | FL | 02/2025 | Present |
*632528 - LUKERL LLC; Investment related Yes; DORAL, Florida; Technology, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 40; Administrative, Business Development/Growth, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Labor/Service, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-16 |
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