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 | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2014-10-24 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Paramus | NJ | 05/2014 | Present |
PSB ASSOCIATES / NON INVESTMENT RELATED/ WORK FROM HOME SALES POSTION / MARCH 2013-PRESENT. WORK APPROX 50 HOURS A MONTH DURING NON TRADING HOURS *380775 - Avon Inc; Investment related No; Direct Sales; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: Nil; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-14 |
Reach out to this advisor