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)
Company Location Subsidy Sourcesort icon Year Subsidy Value Loan/Bailout Value Type of Subsidy
MORGAN STANLEY SMITH BARNEY LLC New Jersey state undisclosed tax credit/rebate; property tax abatement
MORGAN STANLEY & CO. LLC New Jersey state undisclosed tax credit/rebate; property tax abatement
Morgan Stanley Dean Witter Trust FSB and Morgan New Jersey state 2000 $886,140 grant
Morgan Stanley D.W. a/k/a Dean Witter New Jersey state 2001 $1,553,331 grant
Morgan Stanley Dean Witter Trust FSB and Morgan New Jersey state 2000 $2,314,360 grant
E*Trade Financial Corporation and Subsidiaries New Jersey state 2006 $2,710,500 grant
Morgan Stanley Dean Witter Trust FSB and Morgan New Jersey state 2000 $7,984,800 grant
Morgan Stanley Smith Barney LLC Ohio state 2011 $1,863,502 tax credit/rebate
Morgan Stanley & Co. Incorporated Maryland state 2012 undisclosed tax credit/rebate
Morgan Stanley Smith Barney Florida state 2013 $440,000 tax credit/rebate
Morgan Stanley & Co Inc Maryland state 2005 undisclosed tax credit/rebate
Morgan Stanley & Co., LLC Maryland state 2015 undisclosed tax credit/rebate
Morgan Stanley & Co. Incorporated New York state 2015 $52,000,000 MEGADEAL
Morgan Stanley & Co, LLC Maryland state 2016 $216,000 tax credit/rebate
Salomon Smith Barney New York state 2003 $1,012 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
Morgan Stanley Smith Barney, LLC Arizona state 2018 $228,531 training reimbursement
Morgan Stanley & Co, LLC Maryland state 2017 undisclosed tax credit/rebate
Morgan Stanley & Co., LLC Maryland state 2018 $223,500 tax credit/rebate
Download results as CSV or XML (maximum 10,000; for access to larger downloads contact Kasia Tarczynska)