Morgan Stanley & Co LLC

Broker-DealerFINRA MemberEst. 1970
Total AUM
—
Advisory reps
4,200
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
8209
Registered since
June 3, 1970

Firm profile

FINTRX

Overview

Morgan Stanley & Co LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The entity is SEC-registered (registration year listed as 1970). FINTRX flags the firm as not operating as a capital allocator and not as an active ESG investor. The dataset also identifies the owner type as domestic entity and individual. FINTRX entries indicate the firm is not registered as a multi-state adviser, is not a newly formed adviser, and is not identified as a pension consultant or related adviser in the platform’s fields.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 26
  • Mandell Crawley

    Mandell Crawley

    Chief Client OfficerCRD 3171615

  • Lisa Shalett

    Lisa Shalett

    Chief Investment Officer, Wealth ManagementCRD 2895449

  • Christie Park

    Christie Park

    Managing Director and Global COOCRD 3276900

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Contacts

3 of 4174
  • Daniel Hunt

    Daniel Hunt

    Managing DirectorCRD 5850186

  • Robert Murray

    Robert Murray

    Executive DirectorCRD 5096117

  • John Cooper

    John Cooper

    Vice PresidentCRD 5131479

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
1585 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth