Best Investors Account Sign in

Jacob N Fadda

Morgan Stanley

New York, NY

CRD 8046660

Claim This Profile
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 2025-10-23
NY RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2025-10-23
  • NY RA
    APPROVED
    Since 2025-10-13

Branch Locations

55 East 52Nd Street 10Th 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 03/2025 Present
Sompo International/Lhh Purchase NY 09/2023 03/2025
Unemployed Bronx NY 06/2023 08/2023
Fairfield University Fairfield CT 09/2021 05/2023
Fairfield University Fairfield CT 09/2019 05/2023
Phibro Animal Health Care Teaneck NJ 06/2022 08/2022
Salanter Akiba Riverdale Academy Bronx NY 06/2020 08/2021
Elite Pools And Fitness Bronx NY 05/2017 08/2021
Iona Preparatory Upper School New Rochelle NY 09/2015 06/2019
  • 03/2025 → Present
    Morgan Stanley
    New York, NY
  • 09/2023 → 03/2025
    Sompo International/Lhh
    Purchase, NY
  • 06/2023 → 08/2023
    Unemployed
    Bronx, NY
  • 09/2021 → 05/2023
    Fairfield University
    Fairfield, CT
  • 09/2019 → 05/2023
    Fairfield University
    Fairfield, CT
  • 06/2022 → 08/2022
    Phibro Animal Health Care
    Teaneck, NJ
  • 06/2020 → 08/2021
    Salanter Akiba Riverdale Academy
    Bronx, NY
  • 05/2017 → 08/2021
    Elite Pools And Fitness
    Bronx, NY
  • 09/2015 → 06/2019
    Iona Preparatory Upper School
    New Rochelle, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-19
  • S66 Uniform Combined State Law Examination
    2025-06-19

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor