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Stephanie K. Crouch

MORGAN STANLEY & CO. LLC
New York, NY 10036
Some features on this profile are disabled
CRD#: 7405371
SC

Professional summary


Stephanie K Crouch, who also goes by Stephanie Kendall Crouch, Stephanie Crouch, is a registered financial professional currently at MORGAN STANLEY & CO. LLC located in New York, New York.

Stephanie is registered as a RR (Registered Representative) and started their career in finance in 2024. Stephanie has worked at 3 firms and has passed the Series 63, Series 79TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Stephanie Kendall Crouch | Stephanie Crouch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Stephanie K Crouch's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 29, 2025 - Present

MORGAN STANLEY & CO. LLC

Office #1: 1585 Broadway, New York, NY 10036
BD
CRD#: 8209
New York, NY
Past

May 13, 2024 - May 1, 2025

MOELIS & COMPANY LLC

BD
CRD#: 145115
NEW YORK, NY
Past

May 9, 2024 - May 13, 2024

ROTHSCHILD & CO US INC.

BD
CRD#: 2910
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New York
(5/29/2025)

Exams


State Security Law Exam
RR
Series 63
Date: 12/20/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 5/9/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/11/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


MS
MORGAN STANLEY & CO. LLC
MORGAN STANLEY | MORGAN STANLEY DEAN WITTER | MORGAN STANLEY & CO., INCORPORATED | MORGAN STANLEY & CO. LLC | MORGAN STANLEY & CO. INCORPORATED

CRD#: 8209 / SEC#: , 8-15869

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1585 Broadway, New York, NY 10036-8293
Mailing Address
1300 Thames Street C/o Shared Services Compliance - Registration, Baltimore, MD 21231
Phone number
(212) 761-4000
Established
Delaware since 12/03/1969
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
MORGAN STANLEY CAPITAL MANAGEMENT, LLCMEMBER
BERKE, MATTHEW EVANCHAIRMAN, PRESIDENT, CHIEF EXECUTIVE OFFICER, AND DIRECTOR2524594
BHAIMIA, ISMAIL OMARDIRECTOR6264162
DAMAST, EVAN SCOTTDIRECTOR3198635
HENNESSEY, JACQUELINE ATEXAS DESIGNATED PRINCIPAL2194034
HIRSHORN, WILLIAM DAVIDPRINCIPAL OPERATIONS OFFICER1564223
KRAUSE, GARD JCHIEF COMPLIANCE OFFICER2284628
LYNN, GARY MICHAELPRINCIPAL FINANCIAL OFFICER2162411
MACEJKA, PATRICK NMNDIRECTOR2139145
STERN, MICHAEL ADIRECTOR4939073

Disclosures


Regulatory Event487
Civil Event5
Arbitration56

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORGAN STANLEY & CO. LLC

CRD#: 8209New York, NY 10036

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