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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-16 |
| NY | RA | APPROVED | 2021-11-23 |
| NJ | RA | APPROVED | 2010-05-21 |
Branch Locations
58 South Service Road Suite 400, Melville, NY 11747 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Jericho | NY | 05/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 485986 - Trust; Investment related Yes; Mt. Sinai, New York; Trust; Trustee/Co-Trustee; 09/2020; During business hours: 1; After business hours: 0; Estate Administration *543112 - Trust; Investment related: Yes; Mt. Sinai, New York; Trust; Trustee/Co-Trustee; 11/2014; During business hours: 0; After business hours: 5; *444536 - DDR Farm; Investment related-No; Melville, New York; Horseback Riding Lessons; Horseback Riding Instructor (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 16; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2004-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-22 |
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