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Seth E Gelwarg

Morgan Stanley

New York, NY

CRD 7387536

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-15
NY RA APPROVED 2024-11-01
  • TX RA
    APPROVED
    Since 2024-11-15
  • NY RA
    APPROVED
    Since 2024-11-01

Branch Locations

55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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
Morgan Stanley New York NY 07/2024 Present
J.P. Morgan New Orleans LA 06/2023 08/2023
Morgan Stanley New York NY 06/2022 08/2022
Morgan Stanley New York NY 07/2021 08/2021
Skyline Tennis Summit NJ 07/2019 08/2020
Crestview Swim & Tennis Club New Providence NJ 06/2020 07/2021
Ups Store Warren NJ 06/2017 08/2019
Salisbury School Salisbury CT 08/2016 05/2020
Tulane University New Orleans LA 08/2020 05/2024
  • 07/2024 → Present
    New York, NY
  • 06/2023 → 08/2023
    J.P. Morgan
    New Orleans, LA
  • 06/2022 → 08/2022
    New York, NY
  • 07/2021 → 08/2021
    New York, NY
  • 07/2019 → 08/2020
    Skyline Tennis
    Summit, NJ
  • 06/2020 → 07/2021
    Crestview Swim & Tennis Club
    New Providence, NJ
  • 06/2017 → 08/2019
    Ups Store
    Warren, NJ
  • 08/2016 → 05/2020
    Salisbury School
    Salisbury, CT
  • 08/2020 → 05/2024
    Tulane University
    New Orleans, LA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-08
  • S66 Uniform Combined State Law Examination
    2024-04-08
Other Names
  • Seth E Gelwarg
  • Seth Gelwarg

View on SEC IAPD

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