Jeremy Nathan Winig

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 01/2019
  Voya
  Saratoga Springs, NY
• 06/2015 → 01/2019
  Voya Financial Partners, Llc
  Saratoga Springs, NY
• 09/2018 → 01/2019
  Voya Retirement Advisors
  Sarasota Springs, NY
• 01/2019 → 05/2022
  Charles Schwab & Co., Inc.
  Albany, NY
• 05/2022 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2019-02-22 → 2022-05-23
  Charles Schwab & Co., Inc.
  Albany, NY
  Garden City, NY
  Albany, NY
  Phoenix, AZ
• 2018-10-10 → 2019-01-18
  Voya Retirement Advisors, Llc
  Windsor, CT
• 2015-07-10 → 2019-01-18
  Voya Financial Partners, Llc
  Windsor, CT
  Saratoga Springs, NY
  Syracuse, NY
• 2015-05-28 → 2015-06-24
  Goldman Sachs Wealth Services, L.P.
  Albany, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-05-02