Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-19 |
| TX | RA | APPROVED | 2025-08-22 |
| GA | RA | APPROVED | 2025-08-21 |
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 Smith Barney Llc | New York | NY | 08/2024 | Present |
| Unemployed | Acworth | GA | 06/2024 | 08/2024 |
| Delong Sales Group | Atlanta | GA | 02/2024 | 06/2024 |
| Unemployed | Acworth | GA | 12/2023 | 01/2024 |
| Sixthman | Atlanta | GA | 08/2023 | 12/2023 |
| Sixthman | Atlanta | GA | 01/2023 | 05/2023 |
| Unemployed | Acworth | GA | 05/2023 | 08/2023 |
| Rival Entertainment | Atlanta | GA | 09/2022 | 12/2022 |
| Rival Entertainment | Atlanta | GA | 01/2023 | 02/2024 |
| Unemployed, Student In College | Kennesaw | GA | 04/2020 | 09/2022 |
| Vector Marketing | Marietta | GA | 01/2020 | 04/2020 |
| Unemployed, Student In College | Kennesaw | GA | 08/2019 | 01/2020 |
| Unemployed | Americus | GA | 01/2014 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
Reach out to this advisor