Best Investors
Account
Sign in
Best Investors
Account
Sign in
One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-25 |
| TX | RA | APPROVED_RES | 2026-07-31 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
One Bryant Park Pbig - New York, New York, NY 10036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Danvers | MA | 05/2009 | 07/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 07/2026 |
*512607 - Trust; Investment related: Yes; Andover, Massachusetts; Trust; Trustee/Co-Trustee; 07/2022; During business hours: 1; After business hours: 4; Other *516176 - POA; Investment related: Yes; Andover, Massachusetts; POA; POA; 08/2022; During business hours: 2; After business hours: 5; *669771- GREENBRIAR TECH LLC; Investment related: Yes; Andover, Massachusetts; Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-13 |
Reach out to this advisor