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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 | 2024-09-06 |
| FL | RA | APPROVED | 2024-08-26 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Boca Raton | FL | 10/2016 | 09/2018 |
| Morgan Stanley | Boca Raton | FL | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-30 |
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