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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-07 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wellesley | MA | 03/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*259643 - Brotherhood Park Ventures, LLC; Investment related: Yes; Keswick, Virginia; NPrivate Bisiness Investment; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 1; After business hours: 0; Vice President and Secretary *693 - Ouimet Fund; Investment related No; norton, Massachusetts; Social & Recreational; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2017 ; During business hours: 1; After business hours: 4; interviewing candidates. *715 - La Femme, LLC; Investment related-Yes; Keswick, Virginia; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 1; After business hours: 1; Property Management, Administrative, Check Signing/Funds Disbursements. *665728 - Framingham Country Club; Investment Related - No; Framingham, Massachusetts; Selection Committee member for a new Club manager; Selection Committee for a new club manager (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2025; During Business Hours: 2; After Business Hours: 2; Helping to guide the Professional Recruiters to a job description
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-23 |
Reach out to this advisor