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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 | 2021-08-02 |
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • 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 | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. RENTAL PROPERTY LLC, OWNER; BROOKLYN, NY; INVESTMENT RELATED; START DATE: 01/2004; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0 2. RENTAL PROPERTY, OWNER; MANHASSET, NY; START DATE: 01/2004; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 0; INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-01-06 |
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