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MORGAN STANLEY
PURCHASE, NY
(914) 225-6092
SEC #801-11745Total AUM
$104.2B
Employees
1,000Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2000 WESTCHESTER AVENUE
2E
PURCHASE
NY 10577
USA
2E
PURCHASE
NY 10577
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(914) 225-6092
Financials
Total AUM
$104.2B
Accounts
512,918Discretionary
$11.7B
Accounts
22,362Non-Discretionary
$92.5B
Accounts
490,556
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AKALARCACOCTDCDEFLGAHIIAIDILINKSKYLAMDMEMNMOMSMTNCNDNENHNJNMNVNYOHOKORRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 43 business affiliates.
Claimed Affiliates
Reported as an affiliate by 19 other businesses.