Seth Bronheim

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2019 → Present
  Morgan Stanley
  New York, NY
• 12/2018 → 02/2019
  Unemployed
  Larchmont, NY
• 02/2018 → 11/2018
  American Lecithin Company
  Oxford, CT
• 03/2012 → 01/2018
  The Ucan Company
  Woodbridge, CT
• 05/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

*525211 - Larchmont Temple Brotherhood; Investment related: No; Larchmont, New York; Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2022; During business hours: 0; After business hours: 5; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Administrative, Business Development/Growth, Fundraising

Exams

• S66 Uniform Combined State Law Examination
  2019-06-18