Joseph Todd Lerner

Current Employers

Employment History

• 12/2015 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 01/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2003-01-17 → 2015-12-22
  Credit Suisse Securities (Usa) Llc
  New York, NY
  New York, NY
• 2002-07-09 → 2003-01-17
  Pershing Llc
  New York, NY

Other Businesses

1. EYE Trans Technologies, NJ MEDICAL TECHNOLOGY; JANUARY 2008; very limited time constraints. 3. RENTAL PROPERTY; NEW YORK,NY; RENTAL; INVESTMENT RELATED; SOLE PROPRIETOR/OWNER/PARTNER; 0,0 4. Lerner Family Limited Partnership; Investment related Yes; Real Estate; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); NA; During business hours: 0; After business hours: 1; 5. Rison Investments LLC; Non Investment related; Sole Proprietor / Owner / Partner; GREENVILLE, SC; 0,0 6. L&W of Greer Inc; Owner; Owns raw land; Easley, SC; 2006; 0,0 8.Rison I Investments, LLC; Investment related: Yes; Greenville, SC; Real estate; Manager/Sole Proprietor / Owner / Partner(proprietor, partner, officer, director, employee, trustee, agent); During business hours: 0; After business hours: 0; I am a Manager of this LLC, I have substantially nothing to do as the entity owns raw land. This LLC is the GP of Rison Investments LLP.The Sole Purpose of this LLC Is to serve as the GP of the Rison Investments LP 9. FourWay Management, Inc.; Investment related; Asheville, NC; Property management. Treasurer (proprietor, partner, officer, director, employee, trustee, agent); Dec 2000; During business hours: 0; After business hours: 0 4. JCC of Tenafly ; Investment Related No ; Tenafly, NJ ; community center with a broad array of services to the community at large ; Chair of the Investment committee ; May 2019 ; During business hours: 1 ; After business hours: 1 *593974 - Strand Salon Holdings, LLC ; Investment related - Yes ; Paramus,New Jersey ; Real Estate ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2024 ; During business hours : 0 ; After business hours : 10 ; Business Development/Growth *608010 - ZZAN Strand LLC; Investment Related - No; Englewood, New Jersey; Other; Manager of LLC (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 1; Investment Decisions/Advice, Administrative. *644927 -  ZZAN Investments, LLC; Investment related-Yes; Englewood, New Jersey; this is to establish a family investment pool in the form of an LLC and open an account here at MS ; Officer (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 1; After business hours: 0; Investment Decisions/Advice

Exams

• S66 Uniform Combined State Law Examination
  1999-11-23