Ian T Weinberg

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

• 06/2022 → 12/2022
  Morgan Stanley
  New York, NY
• 12/2022 → Present
  Morgan Stanley
  New York, NY
• 09/2018 → 06/2022
  Monmouth University
  West Long Branch, NJ
• 06/2021 → 09/2021
  Guidepost Solutions
  New York, NY
• 10/2019 → 05/2022
  Carcierge Valet
  West Long Branch, NJ
• 05/2019 → 09/2019
  Nantucket Golf Club
  Nantucket, MA
• 05/2018 → 08/2018
  Talis Park Golf Club
  Naples, FL
• 04/2019 → 08/2019
  Chops City Grill
  Naples, FL
• 08/2014 → 05/2018
  Woodberry Forest School
  Orange, VA

Other Businesses

*676168 - Weinberg Lacrosse Training; Investment related: No; New York, New York; Lacrosse Coaching; Coach (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 20; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2025-06-12
• S63 Uniform Securities Agent State Law Examination
  2023-02-11