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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 | 2009-06-01 |
Branch Locations
7600 Broadway Suite 100, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | San Antonio | TX | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*410718 - Trust; Investment related -Yes; San Antonio, Texas; Trustee; 08/2020; During business hours: 1; After business hours: 1; *538029 - Ostanra Enterprises, LLC; Investment related Yes; Santa Rosa Beach, Florida; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 0; After business hours: 3; Passive Investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-11-09 |
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