MORGAN STANLEY & CO. LLC

Broker-DealerFINRA MemberEst. 1970
Total AUM
Advisory reps
4,090
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 structured as a limited liability company and is classified in the dataset as an investment bank. The firm has been SEC-registered since 1970. Ownership is listed as a mix of domestic entities and individuals rather than, for example, an institutional parent alone. The snapshot data identifies the organization more for capital-markets and investment-banking activity than for acting as a traditional discretionary allocator or multi-state advisory boutique. The available record shows several negative flags for advisory-style activity: the firm is not identified as a capital allocator, it is not flagged as an active ESG investor, and it is not described as a multi-state registered investment adviser, a pension consultant, or a related adviser in the dataset provided.

Investments & Alternatives

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
  • MARK VAN DER PLUYM

    Industrial & Basic Materials Sector SpecialistCRD 4708447

  • JOSEPH MOORE

    Semiconductor Industry AnalystCRD 2527739

  • LAUREL DURKAY

    Managing Director and Chief Investment OfficerCRD 3269069

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Contacts

3 of 4066
  • WILLIAM STEENLAND

    Vice PresidentCRD 6207985

  • SYED ZAIDI

    Managing DirectorCRD 4428372

  • TINSU BUTLER

    Vice PresidentCRD 5306897

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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