Tara Brooke Grossman

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

• 10/2016 → 05/2018
  Morgan Stanley & Co., Llc
  New York, NY
• 05/2016 → 09/2016
  Hearsay Social
  New York, NY
• 03/2017 → 11/2018
  Morgan Stanley Services Group Inc.
  New York, NY
• 11/2018 → 02/2022
  Morgan Stanley Smith Barney Llc
  New York, NY
• 11/2018 → 02/2022
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 03/2022 → 07/2023
  First Republic Bank
  New York, NY
• 03/2022 → 07/2023
  First Republic Securities Company, Llc
  New York, NY
• 03/2022 → 07/2023
  First Republic Investment Management, Inc
  New York, NY
• 08/2023 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-03-16 → 2023-07-27
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2018-05-01 → 2022-03-09
  Morgan Stanley
  New York, NY
  Purchase, NY
  New York, NY
  Purchase, NY
• 2012-09-17 → 2016-05-13
  Morgan Stanley
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2012-09-15

Other Names

• Tara Queler
• Tara Brooke Queler
• Tara Brooke Grossman
• Tara Queler Grossman