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Jay Lewis Goldstein

Morgan Stanley

New York, NY

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-04-14
NY RA APPROVED 2023-04-12
TX RA APPROVED 2023-04-12
  • FL RA
    APPROVED
    Since 2023-04-14
  • NY RA
    APPROVED
    Since 2023-04-12
  • TX RA
    APPROVED
    Since 2023-04-12

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 02/2019 10/2022
Berkowitz, Trager & Trager, Llc Westport CT 04/1995 01/2019
Bank Of America, N.A. New York NY 04/2019 10/2022
First Republic Securities Company, Llc Jupiter FL 10/2022 04/2023
First Republic Investment Management, Inc. Jupiter FL 10/2022 04/2023
Morgan Stanley Smith Barney Llc Stuart FL 04/2023 Present
  • 02/2019 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 04/1995 → 01/2019
    Berkowitz, Trager & Trager, Llc
    Westport, CT
  • 04/2019 → 10/2022
    Bank Of America, N.A.
    New York, NY
  • 10/2022 → 04/2023
    First Republic Securities Company, Llc
    Jupiter, FL
  • 10/2022 → 04/2023
    First Republic Investment Management, Inc.
    Jupiter, FL
  • 04/2023 → Present
    Morgan Stanley Smith Barney Llc
    Stuart, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-31
  • S66 Uniform Combined State Law Examination
    2019-05-31
Other Names
  • Jay Goldstein

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
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