Best Investors Account Sign in

Adam Steinbuch

Morgan Stanley

Purchase, NY

CRD 8246533

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
NY RA APPROVED 2026-05-22
  • NY RA
    APPROVED
    Since 2026-05-22

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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 Purchase NY 05/2026 Present
Rack & Go Llc Elmsford NY 01/2023 05/2026
Enterprise Holdings Troy NY 10/2022 01/2023
University At Albany Albany NY 08/2022 10/2022
Rack & Go Llc Elmsford NY 05/2022 08/2022
University At Albany Albany NY 12/2021 05/2022
Valvoline Albany NY 10/2021 12/2021
University At Albany Albany NY 08/2021 10/2021
Rack & Go Llc Elmsford NY 05/2021 08/2021
University At Albany Albany NY 08/2020 05/2021
N/A Croton On Hudson NY 06/2020 08/2020
Hendrick Hudson High School Montrose NY 09/2016 06/2020
N/A Croton On Hudson NY 05/2016 09/2016
  • 05/2026 → Present
    Purchase, NY
  • 01/2023 → 05/2026
    Rack & Go Llc
    Elmsford, NY
  • 10/2022 → 01/2023
    Enterprise Holdings
    Troy, NY
  • 08/2022 → 10/2022
    University At Albany
    Albany, NY
  • 05/2022 → 08/2022
    Rack & Go Llc
    Elmsford, NY
  • 12/2021 → 05/2022
    University At Albany
    Albany, NY
  • 10/2021 → 12/2021
    Valvoline
    Albany, NY
  • 08/2021 → 10/2021
    University At Albany
    Albany, NY
  • 05/2021 → 08/2021
    Rack & Go Llc
    Elmsford, NY
  • 08/2020 → 05/2021
    University At Albany
    Albany, NY
  • 06/2020 → 08/2020
    N/A
    Croton On Hudson, NY
  • 09/2016 → 06/2020
    Hendrick Hudson High School
    Montrose, NY
  • 05/2016 → 09/2016
    N/A
    Croton On Hudson, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-11
  • S66 Uniform Combined State Law Examination
    2025-09-11

View on SEC IAPD

More in Purchase, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor