other

Morgan Stanley

PURCHASE, NY

CRD: 149777

In PWD coverage since August 18, 2026 · 16+ stories

$2TRegulatory AUMSEC Form ADV · Aug 15

29,481EmployeesForm ADV

2Deals on our tracker

-3Talent net · 12 months0 in · 3 out

Talent flow · 12 monthsOn the wire →

Net -3 · 0 arrivals · 3 departures

David D. Powell

Jul 14 · advisor move

Arrivals

None tracked.

Departures

Aug 14 · to UBS

Aug 14 · to UBS

Unnamed advisors (2)

Aug 14 · to UBS

Deal recordFull tracker →

Aug 17, 26Deal announced — coverage

Aug 17, 26Fund launch — coverage

PWD coverage

RIA

Brookwood hires four partners rather than a buyer

The Phoenix RIA is testing whether law-firm-style ownership can handle $1.5 billion without a sale.

Deals & PE · Aug 19Eagle Point commits $1.3 billion mezzanine to Anthropic data center

RIA · Aug 19Ex-Morgan Stanley advisor says firm retaliated over bias complaint

custody · Aug 19OCC returns Zerohash's trust bank charter application

practice · Aug 19A $40 million book-reassignment suit is a disability-leave warning

move · Aug 18The Foreman Rial Group's wirehouse jump is a pricing lesson

debt · Aug 18Nuveen closes $281M C-PACE loan, a New England record, on Boston condos

move · Aug 18A 35-day round trip shows the risk in a wirehouse transition

The Close · Aug 18Managed accounts become the private-markets front door

RIA · Aug 18Schwab and Morgan Stanley push managed accounts into awkward territory

direct_lending · Aug 18CIC Private Debt resets Victory Street CLO I at €307.5m

distribution · Aug 18Morgan Stanley adds interval and tender-offer funds to UMA

transition · Aug 18Bank of America's $250B plan puts energy, minerals at transition's core

active · Aug 18Leveraged Treasury ETFs: a two-sided bet with a timing tax

active · Aug 18Direxion's leveraged Treasury ETFs offer a two-horizon Fed trade

launches · Aug 18VanEck lists a space-industry UCITS ETF on European exchanges

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