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Greg Mitchell Wellen

Morgan Stanley

Garden City, NY

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-12
TX RA APPROVED_RES 2021-11-12
  • NY RA
    APPROVED
    Since 2021-11-12
  • TX RA
    APPROVED_RES
    Since 2021-11-12

Branch Locations

1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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
Citi Personal Wealth Management New York NY 02/2010 11/2021
Morgan Stanley Smith Barney Llc Garden City NY 11/2021 Present
Morgan Stanley Private Bank, N.A New York NY 11/2021 Present
  • 02/2010 → 11/2021
    Citi Personal Wealth Management
    New York, NY
  • 11/2021 → Present
    Morgan Stanley Smith Barney Llc
    Garden City, NY
  • 11/2021 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2011-06-20 → 2021-11-17
    Citigroup Global Markets Inc.
    New York, NY
    New York, NY
    New York, NY
    Long Island City, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Greenwich, CT
    Long Island City, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-17
  • S66 Uniform Combined State Law Examination
    2011-06-17
Other Names
  • Greg Wellen

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARKADIOS WEALTH ADVISORS
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
ARKADIOS WEALTH ADVISORS · Garden City, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY

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