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Yehuda Leib Goldfein

Morgan Stanley

Toms River, NJ

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-30
TX RA APPROVED_RES 2024-05-30
  • NJ RA
    APPROVED
    Since 2024-05-30
  • TX RA
    APPROVED_RES
    Since 2024-05-30

Branch Locations

1433 Hooper Avenue, Toms River, NJ 08753 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Toms River NJ 09/2020 05/2024
Keser Torah Mayan Hatalmud Lakewood NJ 09/2012 06/2019
Edirect Lakewood NJ 09/2019 08/2020
Bank Of America, N.A. Toms River NJ 10/2020 05/2024
Morgan Stanley Smith Barney Llc Toms River NJ 05/2024 Present
Morgan Stanley Private Bank, N.A New York NY 06/2024 Present
  • 09/2020 → 05/2024
    Toms River, NJ
  • 09/2012 → 06/2019
    Keser Torah Mayan Hatalmud
    Lakewood, NJ
  • 09/2019 → 08/2020
    Edirect
    Lakewood, NJ
  • 10/2020 → 05/2024
    Bank Of America, N.A.
    Toms River, NJ
  • 05/2024 → Present
    Morgan Stanley Smith Barney Llc
    Toms River, NJ
  • 06/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Other Businesses

(1) Drexelbrook Apartments / Investment Related / Lakewood, NJ / Real Estate / Passive Investor / Start January 2020 / 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (2) Parkway Lofts Apartments / Investment Related / Lakewood, NJ / Real Estate / Passive Investor / Start January 2020 / 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (3) The Villas Apartments/ Investment Related/ Lakewood, NJ/ Real Estate/ Passive Investor/ Start August 2021/ 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (4) YDLP Investments /Investment Related/ Lakewood, NJ/ Real Estate/ Passive Investor/ December 2020/ 0 hours devoted per month / 0 during trading hours / My wife is a passive investor with no responsibilities or decision making power in a real estate property.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Yehuda Leib Goldfein
  • Yehuda Goldfein

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