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Craig Silverstein

Morgan Stanley

Garden City, NY

CRD 4993253

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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 2025-02-24
TX RA APPROVED 2025-02-24
  • NY RA
    APPROVED
    Since 2025-02-24
  • TX RA
    APPROVED
    Since 2025-02-24

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
Mizuho Securities Usa Inc New York NY 07/2015 02/2023
Mizuho Bank Usa New York NY 10/2017 02/2023
Morgan Stanley Garden City NY 12/2024 Present
Unemployed None NY 02/2023 12/2024
Morgan Stanley Private Bank, N.A New York NY 01/2025 Present
  • 07/2015 → 02/2023
    Mizuho Securities Usa Inc
    New York, NY
  • 10/2017 → 02/2023
    Mizuho Bank Usa
    New York, NY
  • 12/2024 → Present
    Morgan Stanley
    Garden City, NY
  • 02/2023 → 12/2024
    Unemployed
    None, NY
  • 01/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
S63 Uniform Securities Agent State Law Examination 2009-08-03
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22
  • S63 Uniform Securities Agent State Law Examination
    2009-08-03
Other Names
  • Craig P Silverstein
  • Craig Philip Silverstein

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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