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Samuel L Greenberg

Morgan Stanley

New York, NY

CRD 8197560

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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 2026-04-24
NJ RA APPROVED 2026-04-06
NY RA APPROVED 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-24
  • NJ RA
    APPROVED
    Since 2026-04-06
  • NY RA
    APPROVED
    Since 2026-04-06

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • 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 01/2026 Present
Unemployed - Career Change New York NY 03/2025 12/2025
Brellium New York NY 11/2024 03/2025
David Energy New York NY 06/2023 10/2024
Darktrace New York NY 08/2022 05/2023
Privva/ Smarsh New York NY 06/2020 07/2022
The University Of Texas At Austin Austin TX 08/2016 05/2020
The University Of Texas At Austin Athletics Austin TX 01/2020 04/2020
Austin Fc Austin TX 06/2018 08/2019
The University Of Texas At Austin Athletics Austin TX 10/2016 05/2018
  • 01/2026 → Present
    Morgan Stanley
    New York, NY
  • 03/2025 → 12/2025
    Unemployed - Career Change
    New York, NY
  • 11/2024 → 03/2025
    Brellium
    New York, NY
  • 06/2023 → 10/2024
    David Energy
    New York, NY
  • 08/2022 → 05/2023
    Darktrace
    New York, NY
  • 06/2020 → 07/2022
    Privva/ Smarsh
    New York, NY
  • 08/2016 → 05/2020
    The University Of Texas At Austin
    Austin, TX
  • 01/2020 → 04/2020
    The University Of Texas At Austin Athletics
    Austin, TX
  • 06/2018 → 08/2019
    Austin Fc
    Austin, TX
  • 10/2016 → 05/2018
    The University Of Texas At Austin Athletics
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-29
  • S66 Uniform Combined State Law Examination
    2025-10-29
Other Names
  • Sam Greenberg

View on SEC IAPD

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