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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-10-06 |
| NJ | RA | APPROVED | 2020-09-29 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
Sea Girt, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Madison | NJ | 08/2012 | 07/2020 |
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
BUSINESS OWNERSHIP: WEALTH WISE STRATEGIES, INC., PRESIDENT, CONSULTING, COMP:$2,000 TO $2,999, HRS:1-9. INDEPENDENT BROKERING: GUARDIAN. BOARDS OF DIRECTORS: FPA OF NJ, AFFILIATION OF FINANCIAL PLANNERS, COMP:$0, HRS:$1-9. *413143 - Rutgers Universtiy Foundation; Investment related: No; New Brunswick, New Jersey; Public Schools; Vice Chair of the Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 1; After business hours: 5; Fundraising *413147 - Tech Council Ventures; Investment related No; Summit, NY; Technology; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); September 2020; During business hours: 0; After business hours: 2; Referrals *421554 - Meduski Family Cequel, LLC; Investment related Yes; Princeton Junction, NJ; Investment/Finance/Banking; LLC Manager (proprietor, partner, officer, director, employee, trustee, agent); Oct 2015; During business hours: 0; After business hours: 1 *421555 - Katherine Meduski Cequel LLC; Investment related Yes; Princeton Junction, NJ; Investment/Finance/Banking; LLC Manager (proprietor, partner, officer, director, employee, trustee, agent); July 2018; During business hours: 0; After business hours: 1 *421557 - Nicholas Meduski Cequel LLC; Investment related Yes; Princeton Junction, NJ; Investment/Finance/Banking; LLC Manager (proprietor, partner, officer, director, employee, trustee, agent); July 2018; During business hours: 0; After business hours: 1 *421560 - Meduski Realty Investments, LLC; Investment related Yes; Princeton Junction, NJ; Investment/Finance/Banking; LLC Manager (proprietor, partner, officer, director, employee, trustee, agent); Feb 2017; During business hours: 0; After business hours: 1. * 423704 - Trust; Investment related Yes; Houston, TX; April 2016; During business hours: 0; After business hours: 1. *421546- Trust; Investment related Yes; West Windsor, New Jersey; Trust; Trustee/Co-Trustee; 10/2015; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
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