Jeffrey Gersten

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 10/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2016 → 10/2025
  Bank Of America, N.A.
  New York, NY
• 10/2025 → Present
  Morgan Stanley Smith Barney Llc
  New York, NY
• 10/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2016-08-16 → 2025-10-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
• 2013-01-30 → 2016-08-22
  Ubs Financial Services Inc.
  New York, NY
  Weehawken, NJ
  New York, NY
  Southampton, NY

Other Businesses

665877 - Carole Gerstein Irrevocable Family Trust U/A DTD 02/28/2007; Delray Beach, FL; Not Investment Related; Trustee/Co-Trustee; Start 15-July-2015 / 1 hour devoted monthly; 0 during trading; Investment Decisions / Advice.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-02

Other Names

• Jeff Gersten
• Jeffrey R Gersten