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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-06 |
| NY | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
61 South Paramus Road 3Rd Floor, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paramus | NJ | 01/2016 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
(1) Upper Montclair Country Club / Golf Club / Clifton, NJ / Act on board on behalf of membership / Start 30-November-2023. / 1 hour devoted monthly / 0 during trading / 1 board meeting per month. (2) Vacation Rental Property / Long Beach Township, NJ / Investment Property / Owner / Start June 2022 / 0 hours devoted to business (managed by someone else) / owner. *645374- Upper Montclair Country Club; Investment related: No; Clifton, New Jersey; Private Golf Club; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 1.5; I am part of the board taht oversees the club
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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