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Brian Scott Fishlinger

Morgan Stanley

Garden City, NY

CRD 4938497

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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
NY RA APPROVED 2021-04-27
CT RA APPROVED 2021-02-11
TX RA APPROVED 2021-02-10
  • NY RA
    APPROVED
    Since 2021-04-27
  • CT RA
    APPROVED
    Since 2021-02-11
  • TX RA
    APPROVED
    Since 2021-02-10

Branch Locations

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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
Self-Employed Uniondale NY 03/2012 03/2017
Ubs Financial Services Jericho NY 06/2017 02/2021
Morgan Stanley Smith Barney Llc Garden City NY 02/2021 Present
Morgan Stanley Private Bank, N.A New York NY 02/2021 Present
  • 03/2012 → 03/2017
    Self-Employed
    Uniondale, NY
  • 06/2017 → 02/2021
    Ubs Financial Services
    Jericho, NY
  • 02/2021 → Present
    Morgan Stanley Smith Barney Llc
    Garden City, NY
  • 02/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-16
S63 Uniform Securities Agent State Law Examination 2017-03-06
  • S66 Uniform Combined State Law Examination
    2021-02-16
  • S63 Uniform Securities Agent State Law Examination
    2017-03-06
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY

More in Garden City, NY

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