Subsidy Tracker Parent Company Summary

Parent Company Name: 
Morgan Stanley
Ownership Structure: 
publicly traded (ticker symbol MS)
Headquartered in: 
New York
Major Industry: 
financial services
Specific Industry: 
financial services
Subsidy SummarySubsidy ValueNumber of Awards
State/Local$376,801,07855
Federal (grants and allocated tax credits)$39,413,5981
TOTAL$416,214,67656
Loan / Bailout SummaryTotal Face ValueNumber of Awards
State/Local loans, bond financing and venture capital$1,800,0003
Federal loans, loan guarantees and bailout assistance (not including repayments)$2,147,482,232,941347
TOTAL$2,147,484,032,941350
Time Period for State and Local Awards: 

Earliest year of data: 1993. Availability of data for earlier years varies greatly from program to program. The majority of the listings for this parent company are for the period since 2008.

Time Period for Federal Awards: 

FY2000 to the present

Notes: 

Dollar totals do not include awards for which no subsidy value is disclosed.

Links: 

For a summary of this company's regulatory violations see its Violation Tracker summary page here.

For an overview of this company's accountability track record, read its Corporate Rap Sheet here.

For an overview of political contributions associated with this company, see its Follow the Money page.


Top 5 States for state/local awardsTotal Subsidy $Number of Awards
New York$350,078,32240
New Jersey$15,449,1315
Maryland$8,389,5005
Ohio$1,863,5021
Florida$440,0001
All other$580,6233

Individual Subsidy Records:

Click on the company name for more information on each subsidy award.
Download results as CSV or XML (maximum 10,000; for access to larger downloads contact Kasia Tarczynska)
Companysort icon Location Subsidy Source Year Subsidy Value Loan/Bailout Value Type of Subsidy
Morgan Stanley Group, Inc. New York local 1993 $34,296,067 tax credit/rebate; property tax abatement
MORGAN STANLEY PPF IND Illinois local 2012 undisclosed property tax abatement
Morgan Stanley Smith Barney Utah state 2012 $89,000 tax credit/rebate
Morgan Stanley Smith Barney Florida state 2013 $440,000 tax credit/rebate
MORGAN STANLEY SMITH BARNEY LLC New Jersey state undisclosed tax credit/rebate; property tax abatement
MORGAN STANLEY SMITH BARNEY LLC New Jersey state undisclosed tax credit/rebate; property tax abatement
Morgan Stanley Smith Barney LLC Ohio state 2011 $1,863,502 tax credit/rebate
Morgan Stanley Smith Barney, LLC Arizona state 2018 $228,531 training reimbursement
Morgan Stanley, Inc. United States federal 2005 $40,500,000 federal insurance
MS Harrison LLC New York local 2003 $3,807,302 tax credit/rebate; property tax abatement
Novus Credit Services New York local 2003 $3,807,302 tax credit/rebate; property tax abatement
Salomon Smith Barney New York state 2006 $1,383,235 enterprise zone
Salomon Smith Barney New York state 2003 $1,012 enterprise zone
Saxon Mortgage Services, Inc. United States federal 2009 $39,413,598 federal grant
Smith Barney Inc. New York state 2006 $1,383,235 enterprise zone
Smith Barney Inc. New York state 2006 $1,383,235 enterprise zone
Smith Barney Inc. New York state 2006 $1,383,235 enterprise zone
Smith Barney Inc. New York state 2006 $4,620 enterprise zone
Smith Barney, Inc. New York state 2003 $2,764 enterprise zone
Smith Barney, Inc. New York state 2004 $75,074 enterprise zone
Smith Barney, Inc. New York state 2003 $75,074 enterprise zone
Download results as CSV or XML (maximum 10,000; for access to larger downloads contact Kasia Tarczynska)