Morgan Stanley

Registered investment advisor · Purchase, New York · CRD #149777

Assets Under Management

$2T

Client Accounts

2,703,720

Employees

29,481

CRD Number

149777

Registration

SEC Registered

Custodian

Morgan Stanley Smith Barney Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Morgan Stanley

Morgan Stanley Investment Management is a major global investment firm offering sustainable investing solutions and high-conviction active strategies. It is led by Rui de Figueiredo, Ph.D., as Global Head of Investment and Client Solutions. The firm is registered with the SEC under CRD #126896.

Fee Structure

Percentage of assets under management Yes

Fixed fees Yes

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Morgan Stanley

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Morgan Stanley's AUM?

Morgan Stanley reports approximately $2T in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Morgan Stanley headquartered?

Morgan Stanley is headquartered in Purchase, New York.

What is Morgan Stanley's CRD number?

Morgan Stanley's CRD number is 149777. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.