Nathan J Hersch

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2022-05-26
NY	RA	APPROVED	2021-06-16
TX	RA	APPROVED_RES	2020-02-12
CT	RA	APPROVED	2018-01-29

NJ RA
APPROVED

Since 2022-05-26
NY RA
APPROVED

Since 2021-06-16
TX RA
APPROVED_RES

Since 2020-02-12
CT RA
APPROVED

Since 2018-01-29

Branch Locations

One Penn Plaza 43Rd Floor, New York, NY 10119 • United States

150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	11/2017	Present
Rosh Capital Management Lp	New York	NY	08/2015	11/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2018	Present

11/2017 → Present

Morgan Stanley

New York, NY
08/2015 → 11/2017

Rosh Capital Management Lp

New York, NY
01/2018 → Present

Morgan Stanley Private Bank, National Association

New York, NY

Other Businesses

1.Tower at Halsey and William LLC; Investment related-No; Newark, NJ; Commercial Real Estate Development; Equity Partner in a 16 story multi-family housing project (proprietor, partner, officer, director, employee, trustee, agent); Sep 2015; During business hours: 0; After business hours: 1.0 *518845 - POA; Investment related: Yes; Brooklyn, New York; POA; POA; 08/2022; During business hours: 2; After business hours: 2;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-01-29

S66 Uniform Combined State Law Examination

2018-01-29

Other Names

Nathan Jay Adler
Nathan Jay Hersch

View on SEC IAPD