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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 | 2025-04-25 |
| CT | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westborough | MA | 08/2024 | Present |
| Mentor South Bay | Worcester | MA | 11/2023 | 08/2024 |
| Stay At Home Parent/Not Employed | Canton And Hopkinton | MA | 10/2019 | 11/2023 |
| Braintree Public Schools | Braintree | MA | 09/2013 | 10/2019 |
*606381- ECAC Real Estate LLC; Investment related-Yes; Hopkinton, Massachusetts; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 0; 5% non-managing partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-13 |
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