Hilary Goldsmith

Philadelphia, PA

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-12-16
NY	RA	APPROVED	2021-08-02

TX RA
APPROVED_RES

Since 2021-12-16
NY RA
APPROVED

Since 2021-08-02

Branch Locations

1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States

399 Park Avenue 12Th Floor, New York, NY 10022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jpmorgan Chase Bank, N.A.	New York	NY	06/2015	08/2021
Jpmorgan Securities Llc	New York	NY	07/2016	08/2021
Morgan Stanley Smith Barney Llc	New York	NY	08/2021	Present
Morgan Stanley Private Bank, N.A	New York	NY	09/2021	Present

06/2015 → 08/2021

Jpmorgan Chase Bank, N.A.

New York, NY
07/2016 → 08/2021

Jpmorgan Securities Llc

New York, NY
08/2021 → Present

Morgan Stanley Smith Barney Llc

New York, NY
09/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-12-06

S63 Uniform Securities Agent State Law Examination

2016-12-06

Other Names

Hilary Bess Goldsmith

View on SEC IAPD

Other Firms

GLENMEDE INVESTMENT MANAGEMENT, LP

CLARK CAPITAL MANAGEMENT GROUP INC

GLOBAL ADVISERS, LLC

BIOPHY CAPITAL MANAGEMENT LLC

VERITABLE FINANCIALS LLC

CHARLES SCHWAB & CO., INC.

J.P. MORGAN SECURITIES LLC

EAB INVESTMENT GROUP, LLC

Other Investors

JASON DOUGLAS PRIDE

SEAN EDWARD HERON

MICHAEL CRAVENS CROW

Adam Mark Conish

Eric Jason Richman

Christopher J Nixon

Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA

CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA

GLOBAL ADVISERS, LLC · PHILADELPHIA, PA

BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA

VERITABLE FINANCIALS LLC · PHILADELPHIA, PA

CHARLES SCHWAB & CO., INC. · Philadelphia, PA

MORGAN STANLEY · Philadelphia, PA

J.P. MORGAN SECURITIES LLC · Philadelphia, PA

More in Philadelphia, PA

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