Best Investors
Account
Sign in
Best Investors
Account
Sign in
388 Greenwich Street, New York, NY 10013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-28 |
| NJ | RA | APPROVED | 2022-04-26 |
Branch Locations
Cwm Retail, Sales 700 Route 17 N., Paramus, NJ 07653 • United States
Cwm Retail, Sales 231 West Route 4, Paramus, NJ 07652 • United States
Hackensack, NJ • United States
Hackensack, NJ • United States
Cwm Retail, Sales 89 Engle Street, Englewood, NJ 07631 • United States
Citi Wealth Management, Sales 2071 Lemoine Avenue, Ste 1, Fort Lee, NJ 07024 • United States
Cwm Retail, Sales 5 Marine View Plaza, Hoboken, NJ 07030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | Englewood | NJ | 02/2013 | 11/2021 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 11/2021 | 03/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2022 | 03/2022 |
| Citigroup | Englewood | NJ | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-07 |
Reach out to this advisor