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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-15 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
3 Fennell Street, Skaneateles, NY 13152 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Syracuse | NY | 07/1999 | Present |
| Morgan Stanley Smith Barney | Syracuse | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
CHARITY / PRIVATE FOUNDATION-SYRACUSE EXECUTIVES ASSOCIATION-EFFECTIVE 11/2012-2 HOURS-I AM ALREADY LISTED IN OBI AS A MEMBER, BOARD MEMBER AND AM NOW MOVING FROM SECRETARY TO TREASURER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-18 |
Reach out to this advisor