Ashley P Weinstein

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

• 06/2023 → Present
  Morgan Stanley
  New York, NY
• 06/2022 → 08/2022
  Morgan Stanley
  New York, NY
• 06/2021 → 08/2021
  Crestwood Country Day Camp
  Melville, NY
• 06/2019 → 08/2019
  Crestwood Country Day Camp
  Melville, NY
• 05/2018 → 08/2018
  Max And Gino's
  Woodbury, NY
• 09/2018 → 05/2019
  Unemployed
  Jericho, NY
• 09/2022 → 05/2023
  Unemployed
  Jericho, NY
• 09/2019 → 05/2021
  Unemployed
  Jericho, NY
• 09/2021 → 05/2022
  Unemployed
  Jericho, NY
• 03/2010 → 04/2018
  Unemployed
  Jericho, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27
• S63 Uniform Securities Agent State Law Examination
  2023-07-28