Best Investors
Account
Sign in
Best Investors
Account
Sign in
2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-02-01 |
| FL | RA | APPROVED | 2023-03-13 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2009-12-03 |
| TX | RA | APPROVED_RES | 2009-12-01 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Purchase | NY | 05/2014 | 10/2016 |
| Morgan Stanley | Purchase | NY | 10/2016 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
*394651 - Estate; Investment related; Estate; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); June 2019; During business hours: 1; After business hours: 2; Estate Administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 1991-07-17 |
Reach out to this advisor