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Morgan Stanley Account Contract Class Action

Last verified October 15, 2026Source: courtlistener-litigationHow ClaimWatch verifies cases

Still being litigated: the claims below are allegations, not findings, and there is no settlement, claim form or payout yet.

Where this case stands

In litigation

The case has been filed and is being fought in court. There is no settlement, no claim form and no payout yet; many class actions are dismissed or never certified.

Pending in the District Court, S.D. New York (No. 1:24-cv-04571).

  1. June 14, 2024
    Case filed

What happened

This is a proposed class action against Morgan Stanley, apparently concerning contract claims related to customer accounts. The case was brought by the estate of a deceased account holder, but the specific allegations are not detailed in the available docket metadata. The claims are allegations only and have not been proven.

Do you qualify?

No settlement exists yet, so there is nothing to file and no class definition to check. If the case settles, the settlement will define exactly who qualifies — watch this case and we'll let you know.

How to file

There is no claim to file yet. If this case reaches a settlement, a claim process will open — usually with an official settlement website and a filing deadline.

Common questions

Can I file a claim in the Morgan Stanley Account Contract Class Action case?
No. The case is still being litigated — there is no settlement, no claim form, and no payout. It was filed June 14, 2024 in the District Court, S.D. New York (No. 1:24-cv-04571).What a class action lawsuit is →
Who are the attorneys in the Morgan Stanley Account Contract Class Action?
For the plaintiffs: Stephen R. Astley (Robbins Geller Rudman & Dowd LLP (FL)); Scott Dion (Robbins Geller Rudman & Dowd LLP); Salvatore Jo Graziano (Bernstein Litowitz Berger & Grossmann LLP); Michael Dains Blatchley (Bernstein Litowitz Berger & Grossmann LLP). For Morgan Stanley: Jonathan K Chang (Davis Polk & Wardwell LLP); Deborah S. Mazer (Davis Polk & Wardwell LLP (NYC)); Danielle Mullery (Goodwin Procter); Brian Stryker Weinstein (Davis Polk & Wardwell LLP). From the public court docket.

Who's involved

Plaintiffs

  • Safron Capital Corp.(Consolidated Plaintiff)
  • The Barrett Living Trust
  • Estate of Bernard J. Sherlip

Defendants

  • Morgan Stanley Smith Barney LLC
  • Morgan Stanley & Co. LLC
  • Morgan Stanley

Counsel for plaintiffs

Counsel for defendants

Other cases these firms appear in

From the public court docket, contact details as filed; not an endorsement.

Guides:What is a class action lawsuit?How class membership worksYour options as a class member

Summarised from public settlement documents; confirm terms on the official settlement website. ClaimWatch is not a law firm, and filing a claim is free.

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