Max Mordechai Becker

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

• 09/2012 → 11/2016
  Wells Fargo Advisors
  Fort Lauderdale, FL
• 11/2016 → 09/2019
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
• 09/2019 → Present
  Morgan Stanley
  Aventura, FL
• 10/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2012-10-16 → 2019-10-04
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Aventura, FL

Other Businesses

1. *380883 - Rental Property; Investment related Yes; Aventura, FL; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2017; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-10-12
• S63 Uniform Securities Agent State Law Examination
  2005-10-14

Other Names

• Max Mordechai Becker Feldman