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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 | 2025-06-20 |
| NY | RA | APPROVED | 2025-06-11 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Baruch College | New York | NY | 08/2019 | 05/2023 |
| Cardinal Spellman | Bronx | NY | 01/2014 | 06/2019 |
| One Equity Partners Lp | New York | NY | 05/2022 | 07/2022 |
| Paola's Restaurant | New York | NY | 08/2019 | 05/2020 |
| N/A | Bronx | NY | 06/2023 | 07/2024 |
*601654 - S & A Unified Home Care.; Investment related: No; Bronx, New York; Elder Care, Employee (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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