Morgan Stanley & Co LLC

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
4,183
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 listed as a limited liability company and is classified in the dataset as an investment bank. The entity appears on the SEC registration roll since 1970. The record identifies the owner type as a domestic entity/individual rather than a registered independent adviser structure. The firm's profile in this source contains few details about client focus, fee schedules, or specific advisory and business lines. The snapshot flags several negative attributes: it is not identified as a capital allocator, is not an active ESG investor per the dataset, and is not recorded as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. Taken together, the available attributes are consistent with an investment-banking or broker-dealer operating model rather than a client-facing registered investment adviser offering portfolio management across states, although the dataset does not enumerate its trading, underwriting, or other investment-banking activities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 24
  • Mandell Crawley

    Mandell Crawley

    Chief Client OfficerCRD 3171615

  • Christie Park

    Christie Park

    Managing Director and Global COOCRD 3276900

  • Chantal Simon

    Chantal Simon

    Chief Risk OfficerCRD 1557560

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Contacts

3 of 4159
  • Robert Murray

    Robert Murray

    Executive DirectorCRD 5096117

  • John Cooper

    John Cooper

    Vice PresidentCRD 5131479

  • Andrew Lunney

    Executive DirectorCRD 5357920

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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